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NewEdge Wealth’s Alarm.com ALRM Stock Holding History

NewEdge Wealth’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
-14,310
Closed -$730K – 1129
2025
Q4 		$730K Buy
14,310
+1,332
+10% +$67.9K 0.01% 713
2025
Q3 		$619K Sell
12,978
-2,402
-16% -$134K 0.01% 687
2025
Q2 		$836K Buy
15,380
+7,756
+102% +$430K 0.01% 577
2025
Q1 		$424K Buy
7,624
+1,279
+20% +$76.8K 0.01% 695
2024
Q4 		$386K Buy
+6,345
New +$378K 0.01% 698

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

NewEdge Wealth's ALRM Position: Q1 2026 in Review

NewEdge Wealth sold out of Alarm.com (ALRM) in Q1 2026, closing a stake of 14,310 shares — an estimated $730K sold.

NewEdge Wealth first reported a position in ALRM in Q4 2024 and held it in 5 quarters. The position peaked at $836K in Q2 2025. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

  • NewEdge Wealth reported no remaining Alarm.com position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 14,310 Alarm.com shares in Q1 2026, an estimated $730K.
  • NewEdge Wealth first reported a position in Alarm.com in Q4 2024 and held it in 5 quarters.
  • NewEdge Wealth's Alarm.com position peaked at $836K in Q2 2025.
  • 295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.