MWM
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MorganRosel Wealth Management’s Arm ARM Stock Holding History

MorganRosel Wealth Management’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
-500
Closed -$80.9K – 123
2025
Q2 		$80.9K Hold
500
– – 0.02% 157
2025
Q1 		$53.4K Buy
+500
New +$69.7K 0.02% 161

Other funds holding ARM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MorganRosel Wealth Management's ARM Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Arm (ARM) in Q3 2025, closing a stake of 500 shares — an estimated $80.9K sold.

MorganRosel Wealth Management first reported a position in ARM in Q1 2025 and held it in 2 quarters. The position peaked at $80.9K in Q2 2025. 660 funds tracked by Wall St. Rank hold ARM as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Arm position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 500 Arm shares in Q3 2025, an estimated $80.9K.
  • MorganRosel Wealth Management first reported a position in Arm in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Arm position peaked at $80.9K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Arm as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.