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 Q2	$14.2K	Hold	40	–	–	﹤0.01%	488
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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Heritage Wealth Advisors held its Arm (ARM) position steady in Q2 2026 at 40 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Heritage Wealth Advisors first reported a position in ARM in Q1 2025 and has held it in 6 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Heritage Wealth Advisors held 40 shares of Arm worth $14.2K as of Q2 2026.
Heritage Wealth Advisors left its Arm share count unchanged in Q2 2026.
Arm made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #488 holding.
Heritage Wealth Advisors first reported a position in Arm in Q1 2025 and has held it in 6 quarters since.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.