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Heritage Trust’s Arm ARM Stock Holding History

Heritage Trust’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 		$710K Sell
2,002
-43
-2% -$11.4K 0.06% 201
2026
Q1 		$309K Hold
2,045
– – 0.03% 266
2025
Q4 		$224K Buy
2,045
+107
+6% +$15.6K 0.02% 285
2025
Q3 		$274K Buy
1,938
+196
+11% +$28.5K 0.03% 272
2025
Q2 		$282K Buy
+1,742
New +$216K 0.03% 265

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 Trust's ARM Position: Q2 2026 in Review

Heritage Trust reduced its Arm (ARM) stake by 2.1% in Q2 2026, selling an estimated $11.4K and leaving 2,002 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #201.

Heritage Trust first reported a position in ARM in Q2 2025 and has held it in 5 quarters since. 959 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Heritage Trust held 2,002 shares of Arm worth $710K as of Q2 2026.
  • Heritage Trust sold 43 Arm shares in Q2 2026, an estimated $11.4K.
  • Arm made up 0.06% of Heritage Trust's portfolio in Q2 2026, its #201 holding.
  • Heritage Trust first reported a position in Arm in Q2 2025 and has held it in 5 quarters since.
  • 959 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.