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Integrated Wealth Concepts’s Arm ARM Stock Holding History

Integrated Wealth Concepts’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 		$5.55M Buy
15,646
+3,195
+26% +$850K 0.04% 437
2026
Q1 		$1.88M Buy
12,451
+5,905
+90% +$717K 0.02% 776
2025
Q4 		$716K Sell
6,546
-7,167
-52% -$1.04M 0.01% 922
2025
Q3 		$1.94M Buy
13,713
+3,653
+36% +$532K 0.02% 685
2025
Q2 		$1.63M Sell
10,060
-405
-4% -$50.3K 0.02% 694
2025
Q1 		$1.12M Buy
10,465
+2,025
+24% +$282K 0.01% 781
2024
Q4 		$1.04M Sell
8,440
-2,555
-23% -$360K 0.01% 787
2024
Q3 		$1.57M Buy
10,995
+601
+6% +$85.4K 0.02% 617
2024
Q2 		$1.7M Buy
10,394
+3,167
+44% +$394K 0.02% 565
2024
Q1 		$903K Buy
7,227
+3,387
+88% +$359K 0.01% 799
2023
Q4 		$289K Buy
+3,840
New +$225K ﹤0.01% 1288

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

Integrated Wealth Concepts's ARM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Arm (ARM) stake by 26% in Q2 2026, buying an estimated $850K and bringing the position to 15,646 shares worth $5.55M. The position accounts for 0.04% of the portfolio, ranked #437.

Integrated Wealth Concepts first reported a position in ARM in Q4 2023 and has held it in 11 quarters since. 960 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Integrated Wealth Concepts held 15,646 shares of Arm worth $5.55M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,195 Arm shares in Q2 2026, an estimated $850K.
  • Arm made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #437 holding.
  • Integrated Wealth Concepts first reported a position in Arm in Q4 2023 and has held it in 11 quarters since.
  • 960 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.