SageView Advisory Group’s Alarm.com ALRM Stock Holding History

SageView Advisory Group’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-281	Closed	-$14.3K	–	645
2025 Q4	$14.3K	Buy	+281	New	+$14.3K	﹤0.01%	1580

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

SageView Advisory Group's ALRM Position: Q1 2026 in Review

SageView Advisory Group sold out of Alarm.com (ALRM) in Q1 2026, closing a stake of 281 shares — an estimated $14.3K sold.

SageView Advisory Group first reported a position in ALRM in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

SageView Advisory Group reported no remaining Alarm.com position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 281 Alarm.com shares in Q1 2026, an estimated $14.3K.
SageView Advisory Group first reported a position in Alarm.com in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Alarm.com position peaked at $14.3K in Q4 2025.
295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.