Kestra Private Wealth Services’s Arm ARM Stock Holding History

Kestra Private Wealth 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	$837K	Buy	5,534 +617	+13%	+$74.9K	0.01%	922
2025 Q4	$537K	Sell	4,917 -2,473	-33%	-$360K	0.01%	1122
2025 Q3	$1.05M	Buy	7,390 +36	+0.5%	+$5.24K	0.01%	759
2025 Q2	$1.19M	Buy	7,354 +2,251	+44%	+$279K	0.02%	675
2025 Q1	$545K	Buy	5,103 +862	+20%	+$120K	0.01%	919
2024 Q4	$523K	Sell	4,241 -217	-5%	-$30.6K	0.01%	897
2024 Q3	$638K	Buy	4,458 +1,071	+32%	+$152K	0.01%	782
2024 Q2	$554K	Buy	3,387 +974	+40%	+$121K	0.01%	788
2024 Q1	$302K	Buy	+2,413	New	+$256K	0.01%	1012

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Private Wealth Services's ARM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Arm (ARM) stake by 13% in Q1 2026, buying an estimated $74.9K and bringing the position to 5,534 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #922.

Kestra Private Wealth Services first reported a position in ARM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

Kestra Private Wealth Services held 5,534 shares of Arm worth $837K as of Q1 2026.
Kestra Private Wealth Services bought 617 Arm shares in Q1 2026, an estimated $74.9K.
Arm made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #922 holding.
Kestra Private Wealth Services first reported a position in Arm in Q1 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's Arm position peaked at $1.19M in Q2 2025.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.