Physician Wealth Advisors’s Arm ARM Stock Holding History

Physician Wealth 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	$85.8K	Buy	242 +206	+572%	+$54.8K	0.01%	335
2026 Q1	$5.45K	Hold	36	–	–	﹤0.01%	982
2025 Q4	$3.94K	Hold	36	–	–	﹤0.01%	1053
2025 Q3	$5.09K	Hold	36	–	–	﹤0.01%	921
2025 Q2	$5.82K	Hold	36	–	–	﹤0.01%	761
2025 Q1	$3.85K	Hold	36	–	–	﹤0.01%	778
2024 Q4	$4.44K	Buy	+36	New	+$5.08K	﹤0.01%	755

Other funds holding ARM

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

Physician Wealth Advisors increased its Arm (ARM) stake by 572% in Q2 2026, buying an estimated $54.8K and bringing the position to 242 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #335.

Physician Wealth Advisors first reported a position in ARM in Q4 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Physician Wealth Advisors held 242 shares of Arm worth $85.8K as of Q2 2026.
Physician Wealth Advisors bought 206 Arm shares in Q2 2026, an estimated $54.8K.
Arm made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #335 holding.
Physician Wealth Advisors first reported a position in Arm in Q4 2024 and has held it in 7 quarters since.
142 funds tracked by Wall St. Rank held Arm as of Q2 2026.

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