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Roehl & Yi Investment Advisors’s Arm ARM Stock Holding History

Roehl & Yi Investment 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
2025
Q2 		– Sell
-2,089
Closed -$223K – 158
2025
Q1 		$223K Sell
2,089
-1,970
-49% -$275K 0.12% 141
2024
Q4 		$501K Buy
+4,059
New +$572K 0.28% 83

Other funds holding ARM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Roehl & Yi Investment Advisors's ARM Position: Q2 2025 in Review

Roehl & Yi Investment Advisors sold out of Arm (ARM) in Q2 2025, closing a stake of 2,089 shares — an estimated $223K sold.

Roehl & Yi Investment Advisors first reported a position in ARM in Q4 2024 and held it in 2 quarters. The position peaked at $501K in Q4 2024. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

  • Roehl & Yi Investment Advisors reported no remaining Arm position as of Q2 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 2,089 Arm shares in Q2 2025, an estimated $223K.
  • Roehl & Yi Investment Advisors first reported a position in Arm in Q4 2024 and held it in 2 quarters.
  • Roehl & Yi Investment Advisors's Arm position peaked at $501K in Q4 2024.
  • 668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2025, filed 29 May 2026.