Kingswood Wealth Advisors’s Arm ARM Stock Holding History

Kingswood Wealth Advisors’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	$674K	Buy	+1,902	New	+$506K	0.03%	524
2026 Q1	–	Sell	-2,503	Closed	-$274K	–	928
2025 Q4	$274K	Sell	2,503 -1,919	-43%	-$279K	0.01%	710
2025 Q3	$626K	Sell	4,422 -1,536	-26%	-$224K	0.04%	424
2025 Q2	$964K	Buy	5,958 +2,041	+52%	+$253K	0.08%	268
2025 Q1	$418K	Sell	3,917 -15	-0.4%	-$2.09K	0.04%	443
2024 Q4	$485K	Buy	3,932 +453	+13%	+$63.9K	0.04%	448
2024 Q3	$498K	Buy	+3,479	New	+$494K	0.04%	453
2024 Q2	–	Sell	-3,520	Closed	-$440K	–	660
2024 Q1	$440K	Buy	+3,520	New	+$373K	0.05%	381

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

Kingswood Wealth Advisors's ARM Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Arm (ARM) in Q2 2026: 1,902 shares worth $674K. The stake represents 0.03% of the portfolio and ranks #524 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in ARM as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in ARM in Q1 2024 and has held it in 8 quarters since. The position peaked at $964K in Q2 2025. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Kingswood Wealth Advisors held 1,902 shares of Arm worth $674K as of Q2 2026.
Arm was a new Kingswood Wealth Advisors position in Q2 2026.
Arm made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #524 holding.
Kingswood Wealth Advisors first reported a position in Arm in Q1 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Arm position peaked at $964K in Q2 2025.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.