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Kestra Advisory Services’s Arm ARM Stock Holding History

Kestra Advisory Services’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 		$2.55M Buy
16,840
+2,697
+19% +$327K 0.01% 1160
2025
Q4 		$1.55M Buy
14,143
+1,722
+14% +$250K 0.01% 1378
2025
Q3 		$1.76M Buy
12,421
+2,177
+21% +$317K 0.01% 1228
2025
Q2 		$1.66M Buy
10,244
+565
+6% +$70.1K 0.01% 1183
2025
Q1 		$1.03M Buy
9,679
+2,541
+36% +$354K 0.01% 1381
2024
Q4 		$881K Sell
7,138
-126
-2% -$17.8K ﹤0.01% 1488
2024
Q3 		$1.04M Buy
7,264
+1,003
+16% +$143K 0.01% 1306
2024
Q2 		$1.02M Buy
6,261
+384
+7% +$47.7K 0.01% 1302
2024
Q1 		$735K Buy
5,877
+2,965
+102% +$314K ﹤0.01% 1427
2023
Q4 		$219K Buy
+2,912
New +$170K ﹤0.01% 2051

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

Kestra Advisory Services's ARM Position: Q1 2026 in Review

Kestra Advisory Services increased its Arm (ARM) stake by 19% in Q1 2026, buying an estimated $327K and bringing the position to 16,840 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #1160.

Kestra Advisory Services first reported a position in ARM in Q4 2023 and has held it in 10 quarters since. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Kestra Advisory Services held 16,840 shares of Arm worth $2.55M as of Q1 2026.
  • Kestra Advisory Services bought 2,697 Arm shares in Q1 2026, an estimated $327K.
  • Arm made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1160 holding.
  • Kestra Advisory Services first reported a position in Arm in Q4 2023 and has held it in 10 quarters since.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.