Kovitz Investment Group Partners’s Arm ARM Stock Holding History

Kovitz Investment Group Partners’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	$478K	Buy	+1,349	New	+$359K	0.01%	397
2025 Q4	–	Sell	-1,419	Closed	-$201K	–	513
2025 Q3	$201K	Buy	+1,419	New	+$207K	﹤0.01%	1339
2025 Q1	–	Sell	-2,720	Closed	-$336K	–	1249
2024 Q4	$336K	Sell	2,720 -500	-16%	-$70.5K	﹤0.01%	1012
2024 Q3	$429K	Sell	3,220 -80	-2%	-$11.4K	﹤0.01%	779
2024 Q2	$540K	Buy	+3,300	New	+$410K	﹤0.01%	643

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

Kovitz Investment Group Partners's ARM Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Arm (ARM) in Q2 2026: 1,349 shares worth $478K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in ARM as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in ARM in Q2 2024 and has held it in 5 quarters since. The position peaked at $540K in Q2 2024. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Kovitz Investment Group Partners held 1,349 shares of Arm worth $478K as of Q2 2026.
Arm was a new Kovitz Investment Group Partners position in Q2 2026.
Arm made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #397 holding.
Kovitz Investment Group Partners first reported a position in Arm in Q2 2024 and has held it in 5 quarters since.
Kovitz Investment Group Partners's Arm position peaked at $540K in Q2 2024.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.