Prosperity Wealth Management’s Arm ARM Stock Holding History

Prosperity Wealth Management’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 Q4	$856K	Buy	+7,831	New	+$1.14M	0.29%	84
2025 Q3	–	Sell	-5,349	Closed	-$865K	–	243
2025 Q2	$865K	Buy	5,349 +85	+2%	+$10.6K	0.32%	66
2025 Q1	$562K	Buy	5,264 +179	+4%	+$25K	0.26%	88
2024 Q4	$627K	Buy	5,085 +565	+13%	+$79.7K	0.26%	72
2024 Q3	$646K	Sell	4,520 -430	-9%	-$61.1K	0.26%	70
2024 Q2	$810K	Buy	4,950 +1,120	+29%	+$139K	0.4%	45
2024 Q1	$479K	Buy	3,830 +150	+4%	+$15.9K	0.23%	80
2023 Q4	$277K	Buy	+3,680	New	+$215K	0.18%	92

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 $10.6B AUM 2.6% 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 $4.02B AUM 215.74% 1-Year Est. Return

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

Prosperity Wealth Management's ARM Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Arm (ARM) in Q4 2025: 7,831 shares worth $856K. The stake represents 0.29% of the portfolio and ranks #84 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in ARM as recently as Q2 2025.

Prosperity Wealth Management first reported a position in ARM in Q4 2023 and has held it in 8 quarters since. The position peaked at $865K in Q2 2025. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

Prosperity Wealth Management held 7,831 shares of Arm worth $856K as of Q4 2025.
Arm was a new Prosperity Wealth Management position in Q4 2025.
Arm made up 0.29% of Prosperity Wealth Management's portfolio in Q4 2025, its #84 holding.
Prosperity Wealth Management first reported a position in Arm in Q4 2023 and has held it in 8 quarters since.
Prosperity Wealth Management's Arm position peaked at $865K in Q2 2025.
652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.