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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
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

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Root Financial Partners's ARM Position: Q1 2026 in Review

Root Financial Partners reduced its Arm (ARM) stake by 95% in Q1 2026, selling an estimated $121K and leaving 56 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Root Financial Partners first reported a position in ARM in Q3 2025 and has held it in 3 quarters since. The position peaked at $115K in Q4 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Root Financial Partners held 56 shares of Arm worth $8.47K as of Q1 2026.
  • Root Financial Partners sold 1,000 Arm shares in Q1 2026, an estimated $121K.
  • Arm made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1747 holding.
  • Root Financial Partners first reported a position in Arm in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Arm position peaked at $115K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.