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Heritage Oak Wealth Advisors’s Arm ARM Stock Holding History

Heritage Oak Wealth Advisors’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
Q2 		$716K Buy
+2,019
New +$537K 0.21% 46
2024
Q4 		– Sell
-2,323
Closed -$332K – 82
2024
Q3 		$332K Buy
+2,323
New +$330K 0.15% 101

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heritage Oak Wealth Advisors's ARM Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Arm (ARM) in Q2 2026: 2,019 shares worth $716K. The stake represents 0.21% of the portfolio and ranks #46 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in ARM as recently as Q3 2024.

Heritage Oak Wealth Advisors first reported a position in ARM in Q3 2024 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Heritage Oak Wealth Advisors held 2,019 shares of Arm worth $716K as of Q2 2026.
  • Arm was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • Arm made up 0.21% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Heritage Oak Wealth Advisors first reported a position in Arm in Q3 2024 and has held it in 2 quarters since.
  • 963 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.