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Marshall & Sterling Wealth Advisors’s Arm ARM Stock Holding History

Marshall & Sterling 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 		$17.7K Buy
+50
New +$13.3K 0.01% 214

Other funds holding ARM

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ARM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors opened a new position in Arm (ARM) in Q2 2026: 50 shares worth $17.7K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

182 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 50 shares of Arm worth $17.7K as of Q2 2026.
  • Arm was a new Marshall & Sterling Wealth Advisors position in Q2 2026.
  • Arm made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • 182 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.