Physician Wealth Advisors’s Alarm.com ALRM Stock Holding History

Physician Wealth Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20	Closed	-$864	–	2337
2026 Q1	$864	Buy	+20	New	+$955	﹤0.01%	1759

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Physician Wealth Advisors's ALRM Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Alarm.com (ALRM) in Q2 2026, closing a stake of 20 shares — an estimated $864 sold.

Physician Wealth Advisors first reported a position in ALRM in Q1 2026 and held it in 1 quarter. The position peaked at $864 in Q1 2026. 315 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

Physician Wealth Advisors reported no remaining Alarm.com position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 20 Alarm.com shares in Q2 2026, an estimated $864.
Physician Wealth Advisors first reported a position in Alarm.com in Q1 2026 and held it in 1 quarter.
Physician Wealth Advisors's Alarm.com position peaked at $864 in Q1 2026.
315 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.