ROI Financial Advisors’s Arm ARM Stock Holding History

ROI Financial 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
2026 Q2	$1.84M	Buy	5,185 +302	+6%	+$80.3K	0.95%	26
2026 Q1	$739K	Sell	4,883 -212	-4%	-$25.7K	0.44%	41
2025 Q4	$557K	Sell	5,095 -7	-0.1%	-$1.02K	0.32%	43
2025 Q3	$722K	Buy	5,102 +396	+8%	+$57.7K	0.43%	38
2025 Q2	$761K	Buy	4,706 +1,085	+30%	+$135K	0.48%	36
2025 Q1	$387K	Buy	+3,621	New	+$505K	0.28%	47

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ROI Financial Advisors's ARM Position: Q2 2026 in Review

ROI Financial Advisors increased its Arm (ARM) stake by 6.2% in Q2 2026, buying an estimated $80.3K and bringing the position to 5,185 shares worth $1.84M. The position accounts for 0.95% of the portfolio, ranked #26.

ROI Financial Advisors first reported a position in ARM in Q1 2025 and has held it in 6 quarters since. 959 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

ROI Financial Advisors held 5,185 shares of Arm worth $1.84M as of Q2 2026.
ROI Financial Advisors bought 302 Arm shares in Q2 2026, an estimated $80.3K.
Arm made up 0.95% of ROI Financial Advisors's portfolio in Q2 2026, its #26 holding.
ROI Financial Advisors first reported a position in Arm in Q1 2025 and has held it in 6 quarters since.
959 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.