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Simplicity Wealth’s Arm ARM Stock Holding History

Simplicity Wealth’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 		$4.21M Buy
11,880
+8,238
+226% +$2.19M 0.14% 152
2026
Q1 		$551K Sell
3,642
-757
-17% -$91.9K 0.03% 436
2025
Q4 		$481K Sell
4,399
-1,990
-31% -$289K 0.03% 443
2025
Q3 		$904K Buy
+6,389
New +$931K 0.05% 320
2025
Q2 		– Sell
-12,296
Closed -$1.31M – 590
2025
Q1 		$1.31M Buy
+12,296
New +$1.71M 0.1% 209

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Simplicity Wealth's ARM Position: Q2 2026 in Review

Simplicity Wealth increased its Arm (ARM) stake by 226% in Q2 2026, buying an estimated $2.19M and bringing the position to 11,880 shares worth $4.21M. The position accounts for 0.14% of the portfolio, ranked #152.

Simplicity Wealth first reported a position in ARM in Q1 2025 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Simplicity Wealth held 11,880 shares of Arm worth $4.21M as of Q2 2026.
  • Simplicity Wealth bought 8,238 Arm shares in Q2 2026, an estimated $2.19M.
  • Arm made up 0.14% of Simplicity Wealth's portfolio in Q2 2026, its #152 holding.
  • Simplicity Wealth first reported a position in Arm in Q1 2025 and has held it in 5 quarters since.
  • 957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.