Leo Wealth LLC’s Arm ARM Stock Holding History

Leo Wealth LLC’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
2025 Q4	–	Sell	-1,428	Closed	-$202K	–	421
2025 Q3	$202K	Buy	+1,428	New	+$208K	0.03%	275

Other funds holding ARM

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

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Leo Wealth LLC's ARM Position: Q4 2025 in Review

Leo Wealth LLC sold out of Arm (ARM) in Q4 2025, closing a stake of 1,428 shares — an estimated $202K sold.

Leo Wealth LLC first reported a position in ARM in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

Leo Wealth LLC reported no remaining Arm position as of Q4 2025 after selling out during the quarter.
Leo Wealth LLC sold 1,428 Arm shares in Q4 2025, an estimated $202K.
Leo Wealth LLC first reported a position in Arm in Q3 2025 and held it in 1 quarter.
Leo Wealth LLC's Arm position peaked at $202K in Q3 2025.
652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.