Robertson Stephens Wealth Management’s Arm ARM Stock Holding History

Robertson Stephens 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
2026 Q2	$720K	Sell	2,031 -1,029	-34%	-$274K	0.02%	384
2026 Q1	$463K	Sell	3,060 -6,115	-67%	-$742K	0.01%	431
2025 Q4	$1M	Buy	9,175 +4,875	+113%	+$709K	0.03%	306
2025 Q3	$608K	Buy	4,300 +150	+4%	+$21.8K	0.02%	331
2025 Q2	$671K	Buy	4,150 +700	+20%	+$86.9K	0.02%	322
2025 Q1	$368K	Buy	+3,450	New	+$481K	0.01%	416

Other funds holding ARM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

DSAM

Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Robertson Stephens Wealth Management's ARM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Arm (ARM) stake by 34% in Q2 2026, selling an estimated $274K and leaving 2,031 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #384.

Robertson Stephens Wealth Management first reported a position in ARM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1M in Q4 2025. 389 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Robertson Stephens Wealth Management held 2,031 shares of Arm worth $720K as of Q2 2026.
Robertson Stephens Wealth Management sold 1,029 Arm shares in Q2 2026, an estimated $274K.
Arm made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #384 holding.
Robertson Stephens Wealth Management first reported a position in Arm in Q1 2025 and has held it in 6 quarters since.
Robertson Stephens Wealth Management's Arm position peaked at $1M in Q4 2025.
389 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.