NWAG
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Net Worth Advisory Group’s Arteris AIP Stock Holding History

Net Worth Advisory Group’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$592K Sell
12,179
-1,044
-8% -$33.4K 0.15% 156
2026
Q1 		$217K Buy
+13,223
New +$210K 0.05% 392

Other funds holding AIP

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Net Worth Advisory Group's AIP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Arteris (AIP) stake by 7.9% in Q2 2026, selling an estimated $33.4K and leaving 12,179 shares worth $592K. The position accounts for 0.15% of the portfolio, ranked #156.

Net Worth Advisory Group first reported a position in AIP in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • Net Worth Advisory Group held 12,179 shares of Arteris worth $592K as of Q2 2026.
  • Net Worth Advisory Group sold 1,044 Arteris shares in Q2 2026, an estimated $33.4K.
  • Arteris made up 0.15% of Net Worth Advisory Group's portfolio in Q2 2026, its #156 holding.
  • Net Worth Advisory Group first reported a position in Arteris in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.