Root Financial Partners
ARM icon

Root Financial Partners’s Arm ARM Stock Holding History

Root Financial Partners’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
Q3 		$13.3K Buy
+46
New +$12.5K ﹤0.01% 1766
2026
Q2 		– Sell
-56
Closed -$8.47K – 593
2026
Q1 		$8.47K Sell
56
-1,000
-95% -$121K ﹤0.01% 1747
2025
Q4 		$115K Buy
1,056
+1,018
+2,679% +$148K 0.01% 422
2025
Q3 		$5.38K Buy
+38
New +$5.54K ﹤0.01% 1697

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Root Financial Partners's ARM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Arm (ARM) in Q3 2026: 46 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1766 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ARM as recently as Q1 2026.

Root Financial Partners first reported a position in ARM in Q3 2025 and has held it in 4 quarters since. The position peaked at $115K in Q4 2025. 778 funds tracked by Wall St. Rank hold ARM as of Q3 2026.

  • Root Financial Partners held 46 shares of Arm worth $13.3K as of Q3 2026.
  • Arm was a new Root Financial Partners position in Q3 2026.
  • Arm made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1766 holding.
  • Root Financial Partners first reported a position in Arm in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Arm position peaked at $115K in Q4 2025.
  • 778 funds tracked by Wall St. Rank held Arm as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.