RFG Holdings’s Arm ARM Stock Holding History

RFG Holdings’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	-4,279	Closed	-$457K	–	61
2025 Q1	$457K	Buy	4,279 +1,554	+57%	+$217K	0.15%	40
2024 Q4	$336K	Buy	2,725 +1,217	+81%	+$172K	0.11%	43
2024 Q3	$216K	Buy	+1,508	New	+$214K	0.08%	52

Other funds holding ARM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

RFG Holdings's ARM Position: Q2 2025 in Review

RFG Holdings sold out of Arm (ARM) in Q2 2025, closing a stake of 4,279 shares — an estimated $457K sold.

RFG Holdings first reported a position in ARM in Q3 2024 and held it in 3 quarters. The position peaked at $457K in Q1 2025. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

RFG Holdings reported no remaining Arm position as of Q2 2025 after selling out during the quarter.
RFG Holdings sold 4,279 Arm shares in Q2 2025, an estimated $457K.
RFG Holdings first reported a position in Arm in Q3 2024 and held it in 3 quarters.
RFG Holdings's Arm position peaked at $457K in Q1 2025.
668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on RFG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.