Mount Yale Investment Advisors’s Arm ARM Stock Holding History

Mount Yale Investment 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	$6.19M	Buy	17,454 +4,011	+30%	+$1.07M	0.11%	197
2026 Q1	$2.03M	Buy	13,443 +1,029	+8%	+$125K	0.05%	367
2025 Q4	$1.36M	Buy	12,414 +8,957	+259%	+$1.3M	0.07%	256
2025 Q3	$489K	Buy	3,457 +3,401	+6,073%	+$495K	0.03%	421
2025 Q2	$9.06K	Buy	+56	New	+$6.95K	﹤0.01%	1154

Other funds holding ARM

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mount Yale Investment Advisors's ARM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Arm (ARM) stake by 30% in Q2 2026, buying an estimated $1.07M and bringing the position to 17,454 shares worth $6.19M. The position accounts for 0.11% of the portfolio, ranked #197.

Mount Yale Investment Advisors first reported a position in ARM in Q2 2025 and has held it in 5 quarters since. 961 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Mount Yale Investment Advisors held 17,454 shares of Arm worth $6.19M as of Q2 2026.
Mount Yale Investment Advisors bought 4,011 Arm shares in Q2 2026, an estimated $1.07M.
Arm made up 0.11% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #197 holding.
Mount Yale Investment Advisors first reported a position in Arm in Q2 2025 and has held it in 5 quarters since.
961 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.