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 Q2	$2.53M	Buy	7,142 +1,608	+29%	+$428K	0.03%	514
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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kestra Private Wealth Services's ARM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Arm (ARM) stake by 29% in Q2 2026, buying an estimated $428K and bringing the position to 7,142 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #514.

Kestra Private Wealth Services first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 963 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Kestra Private Wealth Services held 7,142 shares of Arm worth $2.53M as of Q2 2026.
Kestra Private Wealth Services bought 1,608 Arm shares in Q2 2026, an estimated $428K.
Arm made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #514 holding.
Kestra Private Wealth Services first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
963 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.