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
2026 Q2	$218K	Buy	+615	New	+$164K	0.03%	87
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

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwest Financial Advisors's ARM Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Arm (ARM) in Q2 2026: 615 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in ARM as recently as Q1 2025.

Northwest Financial Advisors first reported a position in ARM in Q4 2023 and has held it in 4 quarters since. The position peaked at $258K in Q1 2025. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Northwest Financial Advisors held 615 shares of Arm worth $218K as of Q2 2026.
Arm was a new Northwest Financial Advisors position in Q2 2026.
Arm made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #87 holding.
Northwest Financial Advisors first reported a position in Arm in Q4 2023 and has held it in 4 quarters since.
Northwest Financial Advisors's Arm position peaked at $258K in Q1 2025.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.