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 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 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

Root Financial Partners's ARM Position: Q2 2026 in Review

Root Financial Partners sold out of Arm (ARM) in Q2 2026, closing a stake of 56 shares — an estimated $8.47K sold.

Root Financial Partners first reported a position in ARM in Q3 2025 and held it in 3 quarters. The position peaked at $115K in Q4 2025. 958 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Root Financial Partners reported no remaining Arm position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 56 Arm shares in Q2 2026, an estimated $8.47K.
Root Financial Partners first reported a position in Arm in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Arm position peaked at $115K in Q4 2025.
958 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.