MBL Wealth’s Arm ARM Stock Holding History

MBL Wealth’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 Q3	–	Sell	-2,407	Closed	-$389K	–	249
2025 Q2	$389K	Buy	2,407 +33	+1%	+$4.1K	0.04%	164
2025 Q1	$254K	Hold	2,374	–	–	0.03%	199
2024 Q4	$293K	Hold	2,374	–	–	0.03%	179
2024 Q3	$340K	Buy	2,374 +707	+42%	+$100K	0.04%	153
2024 Q2	$273K	Buy	+1,667	New	+$207K	0.03%	169

Other funds holding ARM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

SGA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

MBL Wealth's ARM Position: Q3 2025 in Review

MBL Wealth sold out of Arm (ARM) in Q3 2025, closing a stake of 2,407 shares — an estimated $389K sold.

MBL Wealth first reported a position in ARM in Q2 2024 and held it in 5 quarters. The position peaked at $389K in Q2 2025. 659 funds tracked by Wall St. Rank hold ARM as of Q3 2025.

MBL Wealth reported no remaining Arm position as of Q3 2025 after selling out during the quarter.
MBL Wealth sold 2,407 Arm shares in Q3 2025, an estimated $389K.
MBL Wealth first reported a position in Arm in Q2 2024 and held it in 5 quarters.
MBL Wealth's Arm position peaked at $389K in Q2 2025.
659 funds tracked by Wall St. Rank held Arm as of Q3 2025.

Based on MBL Wealth's 13F filing for Q3 2025, filed 16 Oct 2025.