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Sagespring Wealth Partners’s Arm ARM Stock Holding History

Sagespring Wealth 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 		$333K Sell
2,204
-50
-2% -$6.07K 0.01% 617
2025
Q4 		$246K Buy
2,254
+16
+0.7% +$2.33K ﹤0.01% 693
2025
Q3 		$317K Sell
2,238
-2
-0.1% -$291 0.01% 596
2025
Q2 		$362K Buy
2,240
+3
+0.1% +$372 0.01% 523
2025
Q1 		$239K Buy
2,237
+4
+0.2% +$558 0.01% 589
2024
Q4 		$275K Buy
+2,233
New +$315K 0.01% 500

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

Sagespring Wealth Partners's ARM Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Arm (ARM) stake by 2.2% in Q1 2026, selling an estimated $6.07K and leaving 2,204 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #617.

Sagespring Wealth Partners first reported a position in ARM in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Sagespring Wealth Partners held 2,204 shares of Arm worth $333K as of Q1 2026.
  • Sagespring Wealth Partners sold 50 Arm shares in Q1 2026, an estimated $6.07K.
  • Arm made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #617 holding.
  • Sagespring Wealth Partners first reported a position in Arm in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Arm position peaked at $362K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.