NewEdge Wealth’s Arm ARM Stock Holding History

NewEdge Wealth’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 Q1	$1.49M	Sell	9,878 -530	-5%	-$64.3K	0.02%	513
2025 Q4	$1.14M	Hold	10,408	–	–	0.01%	587
2025 Q3	$1.67M	Sell	10,408 -157	-1%	-$22.9K	0.02%	443
2025 Q2	$1.43M	Sell	10,565 -103	-1%	-$12.8K	0.02%	454
2025 Q1	$1.14M	Buy	10,668 +385	+4%	+$53.7K	0.02%	450
2024 Q4	$1.27M	Sell	10,283 -1,609	-14%	-$227K	0.02%	439
2024 Q3	$1.7M	Buy	+11,892	New	+$1.69M	0.03%	375

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

NewEdge Wealth's ARM Position: Q1 2026 in Review

NewEdge Wealth reduced its Arm (ARM) stake by 5.1% in Q1 2026, selling an estimated $64.3K and leaving 9,878 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #513.

NewEdge Wealth first reported a position in ARM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q3 2024. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

NewEdge Wealth held 9,878 shares of Arm worth $1.49M as of Q1 2026.
NewEdge Wealth sold 530 Arm shares in Q1 2026, an estimated $64.3K.
Arm made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #513 holding.
NewEdge Wealth first reported a position in Arm in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's Arm position peaked at $1.7M in Q3 2024.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

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