NewSquare Capital’s Arm ARM Stock Holding History

NewSquare Capital’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	-59	Closed	-$9.54K	–	252
2025 Q2	$9.54K	Buy	59 +25	+74%	+$3.1K	﹤0.01%	658
2025 Q1	$3.63K	Buy	+34	New	+$4.74K	﹤0.01%	749

Other funds holding ARM

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

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

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

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 New York $48.6B AUM 94.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewSquare Capital's ARM Position: Q3 2025 in Review

NewSquare Capital sold out of Arm (ARM) in Q3 2025, closing a stake of 59 shares — an estimated $9.54K sold.

NewSquare Capital first reported a position in ARM in Q1 2025 and held it in 2 quarters. The position peaked at $9.54K in Q2 2025. 660 funds tracked by Wall St. Rank hold ARM as of Q3 2025.

NewSquare Capital reported no remaining Arm position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 59 Arm shares in Q3 2025, an estimated $9.54K.
NewSquare Capital first reported a position in Arm in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Arm position peaked at $9.54K in Q2 2025.
660 funds tracked by Wall St. Rank held Arm as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.