IAA
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Independent Advisor Alliance’s Arm ARM Stock Holding History

Independent Advisor Alliance’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 		$8.36M Buy
23,578
+20,920
+787% +$5.56M 0.2% 78
2026
Q1 		$402K Sell
2,658
-415
-14% -$50.4K ﹤0.01% 1203
2025
Q4 		$336K Sell
3,073
-27
-0.9% -$3.93K 0.01% 764
2025
Q3 		$439K Buy
3,100
+193
+7% +$28.1K 0.01% 662
2025
Q2 		$470K Buy
2,907
+623
+27% +$77.3K 0.01% 605
2025
Q1 		$244K Sell
2,284
-24
-1% -$3.35K 0.01% 715
2024
Q4 		$285K Buy
2,308
+18
+0.8% +$2.54K ﹤0.01% 1158
2024
Q3 		$327K Sell
2,290
-176
-7% -$25K 0.01% 542
2024
Q2 		$403K Buy
2,466
+748
+44% +$93K 0.01% 505
2024
Q1 		$215K Buy
+1,718
New +$182K 0.01% 645

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

Independent Advisor Alliance's ARM Position: Q2 2026 in Review

Independent Advisor Alliance increased its Arm (ARM) stake by 787% in Q2 2026, buying an estimated $5.56M and bringing the position to 23,578 shares worth $8.36M. The position accounts for 0.2% of the portfolio, ranked #78.

Independent Advisor Alliance first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Independent Advisor Alliance held 23,578 shares of Arm worth $8.36M as of Q2 2026.
  • Independent Advisor Alliance bought 20,920 Arm shares in Q2 2026, an estimated $5.56M.
  • Arm made up 0.2% of Independent Advisor Alliance's portfolio in Q2 2026, its #78 holding.
  • Independent Advisor Alliance first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
  • 957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.