Perennial Investment Advisors’s Arm ARM Stock Holding History

Perennial Investment 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	-400	Closed	-$42.7K	–	476
2025 Q1	$42.7K	Buy	+400	New	+$55.8K	﹤0.01%	428

Other funds holding ARM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Perennial Investment Advisors's ARM Position: Q4 2025 in Review

Perennial Investment Advisors sold out of Arm (ARM) in Q4 2025, closing a stake of 1,917 shares — an estimated $271K sold.

Perennial Investment Advisors first reported a position in ARM in Q2 2024 and held it in 6 quarters. The position peaked at $271K in Q3 2025. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

Perennial Investment Advisors reported no remaining Arm position as of Q4 2025 after selling out during the quarter.
Perennial Investment Advisors sold 1,917 Arm shares in Q4 2025, an estimated $271K.
Perennial Investment Advisors first reported a position in Arm in Q2 2024 and held it in 6 quarters.
Perennial Investment Advisors's Arm position peaked at $271K in Q3 2025.
652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.