Mather Group’s Alarm.com ALRM Stock Holding History

Mather Group’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.74K	Buy	+156	New	+$7.45K	﹤0.01%	1527
2025 Q4	–	Sell	-156	Closed	-$8.28K	–	680
2025 Q3	$8.28K	Buy	+156	New	+$8.71K	﹤0.01%	1297
2025 Q2	–	Sell	-156	Closed	-$8.68K	–	650
2025 Q1	$8.68K	Hold	156	–	–	﹤0.01%	1289
2024 Q4	$9.48K	Buy	+156	New	+$9.29K	﹤0.01%	1256
2024 Q2	–	Sell	-55	Closed	-$3.55K	–	2201
2024 Q1	$3.55K	Buy	+55	New	+$3.74K	﹤0.01%	1422

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return