Kaizen Financial Strategies’s Arm ARM Stock Holding History

Kaizen Financial Strategies’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	$567K	Sell	1,680 -1,070	-39%	-$285K	0.18%	82
2026 Q1	$446K	Sell	2,750 -100	-4%	-$12.1K	0.19%	94
2025 Q4	$312K	Sell	2,850 -500	-15%	-$72.7K	0.14%	125
2025 Q3	$530K	Sell	3,350 -669	-17%	-$97.4K	0.24%	75
2025 Q2	$650K	Buy	4,019 +1,519	+61%	+$189K	0.33%	59
2025 Q1	$267K	Sell	2,500 -100	-4%	-$13.9K	0.15%	113
2024 Q4	$321K	Sell	2,600 -200	-7%	-$28.2K	0.18%	94
2024 Q3	$400K	Buy	2,800 +300	+12%	+$42.6K	0.23%	76
2024 Q2	$332K	Buy	+2,500	New	+$311K	0.21%	83

Other funds holding ARM

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

DSAM

Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Kaizen Financial Strategies's ARM Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Arm (ARM) stake by 39% in Q2 2026, selling an estimated $285K and leaving 1,680 shares worth $567K. The position accounts for 0.18% of the portfolio, ranked #82.

Kaizen Financial Strategies first reported a position in ARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $650K in Q2 2025. 348 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Kaizen Financial Strategies held 1,680 shares of Arm worth $567K as of Q2 2026.
Kaizen Financial Strategies sold 1,070 Arm shares in Q2 2026, an estimated $285K.
Arm made up 0.18% of Kaizen Financial Strategies's portfolio in Q2 2026, its #82 holding.
Kaizen Financial Strategies first reported a position in Arm in Q2 2024 and has held it in 9 quarters since.
Kaizen Financial Strategies's Arm position peaked at $650K in Q2 2025.
348 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.