HWA
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Heritage Wealth Advisors’s Arm ARM Stock Holding History

Heritage 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
Q1 		$6.05K Hold
40
– – ﹤0.01% 554
2025
Q4 		$4.37K Hold
40
– – ﹤0.01% 506
2025
Q3 		$5.66K Hold
40
– – ﹤0.01% 466
2025
Q2 		$6.47K Buy
40
+20
+100% +$2.48K ﹤0.01% 448
2025
Q1 		$2.14K Buy
+20
New +$2.79K ﹤0.01% 504

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

Heritage Wealth Advisors's ARM Position: Q1 2026 in Review

Heritage Wealth Advisors held its Arm (ARM) position steady in Q1 2026 at 40 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Heritage Wealth Advisors first reported a position in ARM in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.47K in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Heritage Wealth Advisors held 40 shares of Arm worth $6.05K as of Q1 2026.
  • Heritage Wealth Advisors left its Arm share count unchanged in Q1 2026.
  • Arm made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #554 holding.
  • Heritage Wealth Advisors first reported a position in Arm in Q1 2025 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's Arm position peaked at $6.47K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.