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Northwest Financial Advisors’s Arm ARM Stock Holding History

Northwest Financial 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
2025
Q2 		– Sell
-2,415
Closed -$258K – 97
2025
Q1 		$258K Buy
+2,415
New +$337K 0.21% 95
2024
Q4 		– Sell
-1,215
Closed -$174K – 135
2024
Q3 		$174K Buy
+1,215
New +$173K 0.14% 113
2024
Q1 		– Sell
-615
Closed -$46.2K – 115
2023
Q4 		$46.2K Buy
+615
New +$36K 0.04% 214

Other funds holding ARM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Northwest Financial Advisors's ARM Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Arm (ARM) in Q2 2025, closing a stake of 2,415 shares — an estimated $258K sold.

Northwest Financial Advisors first reported a position in ARM in Q4 2023 and held it in 3 quarters. The position peaked at $258K in Q1 2025. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Arm position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,415 Arm shares in Q2 2025, an estimated $258K.
  • Northwest Financial Advisors first reported a position in Arm in Q4 2023 and held it in 3 quarters.
  • Northwest Financial Advisors's Arm position peaked at $258K in Q1 2025.
  • 668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.