MWM
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Modera Wealth Management’s Alarm.com ALRM Stock Holding History

Modera Wealth Management’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 		– Sell
-5,701
Closed -$291K – 636
2025
Q4 		$291K Buy
5,701
+3
+0.1% +$153 ﹤0.01% 550
2025
Q3 		$302K Hold
5,698
– – ﹤0.01% 542
2025
Q2 		$322K Sell
5,698
-603
-10% -$33.5K ﹤0.01% 520
2025
Q1 		$351K Sell
6,301
-16
-0.3% -$960 ﹤0.01% 484
2024
Q4 		$384K Buy
6,317
+13
+0.2% +$775 ﹤0.01% 476
2024
Q3 		$345K Hold
6,304
– – ﹤0.01% 467
2024
Q2 		$401K Hold
6,304
– – 0.01% 428
2024
Q1 		$457K Buy
6,304
+4
+0.1% +$272 0.01% 403
2023
Q4 		$407K Sell
6,300
-9
-0.1% -$516 0.01% 406
2023
Q3 		$386K Sell
6,309
-691
-10% -$39.1K 0.01% 398
2023
Q2 		$362K Hold
7,000
– – 0.01% 436
2023
Q1 		$352K Hold
7,000
– – 0.01% 263
2022
Q4 		$346K Hold
7,000
– – 0.01% 260
2022
Q3 		$454K Hold
7,000
– – 0.02% 196
2022
Q2 		$433K Sell
7,000
-3
-0% -$184 0.02% 211
2022
Q1 		$465K Sell
7,003
-783
-10% -$55.4K 0.02% 216
2021
Q4 		$660K Buy
7,786
+786
+11% +$64.3K 0.03% 225
2021
Q3 		$547K Hold
7,000
– – 0.03% 152
2021
Q2 		$593K Sell
7,000
-469
-6% -$40.1K 0.03% 138
2021
Q1 		$645K Hold
7,469
– – 0.04% 121
2020
Q4 		$773K Buy
7,469
+3,803
+104% +$276K 0.06% 115
2020
Q3 		$203K Hold
3,666
– – 0.03% 153
2020
Q2 		$238K Buy
+3,666
New +$184K 0.04% 139
2019
Q2 		– Sell
-3,666
Closed -$238K – 145
2019
Q1 		$238K Buy
+3,666
New +$222K 0.04% 127
2018
Q4 		– Sell
-3,666
Closed -$210K – 136
2018
Q3 		$210K Buy
+3,666
New +$184K 0.04% 135

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Modera Wealth Management's ALRM Position: Q1 2026 in Review

Modera Wealth Management sold out of Alarm.com (ALRM) in Q1 2026, closing a stake of 5,701 shares — an estimated $291K sold.

Modera Wealth Management first reported a position in ALRM in Q3 2018 and held it in 25 quarters. The position peaked at $773K in Q4 2020. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

  • Modera Wealth Management reported no remaining Alarm.com position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 5,701 Alarm.com shares in Q1 2026, an estimated $291K.
  • Modera Wealth Management first reported a position in Alarm.com in Q3 2018 and held it in 25 quarters.
  • Modera Wealth Management's Alarm.com position peaked at $773K in Q4 2020.
  • 295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.