SageView Advisory Group’s Arm ARM Stock Holding History

SageView Advisory Group’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	–	Sell	-532	Closed	-$58.2K	–	696
2025 Q4	$58.2K	Buy	+532	New	+$77.3K	﹤0.01%	1015

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

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

SageView Advisory Group sold out of Arm (ARM) in Q1 2026, closing a stake of 532 shares — an estimated $58.2K sold.

SageView Advisory Group first reported a position in ARM in Q4 2025 and held it in 1 quarter. The position peaked at $58.2K in Q4 2025. 746 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

SageView Advisory Group reported no remaining Arm position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 532 Arm shares in Q1 2026, an estimated $58.2K.
SageView Advisory Group first reported a position in Arm in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Arm position peaked at $58.2K in Q4 2025.
746 funds tracked by Wall St. Rank held Arm as of Q1 2026.

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