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Great Valley Advisor Group’s Arm ARM Stock Holding History

Great Valley Advisor Group’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Buy
+1,725
New +$209K ﹤0.01% 864
2025
Q4 		– Sell
-1,946
Closed -$275K – 951
2025
Q3 		$275K Sell
1,946
-389
-17% -$56.7K 0.01% 787
2025
Q2 		$378K Buy
2,335
+60
+3% +$7.45K 0.01% 681
2025
Q1 		$243K Buy
2,275
+36
+2% +$5.02K 0.01% 783
2024
Q4 		$276K Buy
2,239
+276
+14% +$38.9K 0.01% 713
2024
Q3 		$281K Buy
1,963
+102
+5% +$14.5K 0.01% 703
2024
Q2 		$304K Sell
1,861
-129
-6% -$16K 0.01% 641
2024
Q1 		$249K Buy
+1,990
New +$211K 0.01% 650

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Great Valley Advisor Group's ARM Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Arm (ARM) in Q1 2026: 1,725 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in ARM as recently as Q3 2025.

Great Valley Advisor Group first reported a position in ARM in Q1 2024 and has held it in 8 quarters since. The position peaked at $378K in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Great Valley Advisor Group held 1,725 shares of Arm worth $261K as of Q1 2026.
  • Arm was a new Great Valley Advisor Group position in Q1 2026.
  • Arm made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #864 holding.
  • Great Valley Advisor Group first reported a position in Arm in Q1 2024 and has held it in 8 quarters since.
  • Great Valley Advisor Group's Arm position peaked at $378K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.