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Richard Bernstein Advisors’s Alarm.com ALRM Stock Holding History

Richard Bernstein 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
2025
Q2 		– Sell
-76,110
Closed -$4.24M – 213
2025
Q1 		$4.24M Sell
76,110
-3,202
-4% -$192K 0.1% 86
2024
Q4 		$4.82M Hold
79,312
– – 0.11% 75
2024
Q3 		$4.34M Hold
79,312
– – 0.09% 96
2024
Q2 		$5.04M Sell
79,312
-9,575
-11% -$633K 0.11% 64
2024
Q1 		$6.44M Hold
88,887
– – 0.14% 55
2023
Q4 		$5.74M Buy
88,887
+62
+0.1% +$3.56K 0.13% 53
2023
Q3 		$5.43M Buy
+88,825
New +$5.02M 0.12% 56

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Richard Bernstein Advisors's ALRM Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Alarm.com (ALRM) in Q2 2025, closing a stake of 76,110 shares — an estimated $4.24M sold.

Richard Bernstein Advisors first reported a position in ALRM in Q3 2023 and held it in 7 quarters. The position peaked at $6.44M in Q1 2024. 304 funds tracked by Wall St. Rank hold ALRM as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Alarm.com position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 76,110 Alarm.com shares in Q2 2025, an estimated $4.24M.
  • Richard Bernstein Advisors first reported a position in Alarm.com in Q3 2023 and held it in 7 quarters.
  • Richard Bernstein Advisors's Alarm.com position peaked at $6.44M in Q1 2024.
  • 304 funds tracked by Wall St. Rank held Alarm.com as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.