SOA Wealth Advisors’s Arm ARM Stock Holding History

SOA Wealth Advisors’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	$458K	Buy	1,291 +786	+156%	+$209K	0.08%	132
2026 Q1	$76.4K	Hold	505	–	–	0.01%	301
2025 Q4	$55.2K	Hold	505	–	–	0.01%	353
2025 Q3	$71.5K	Hold	505	–	–	0.01%	327
2025 Q2	$81.7K	Hold	505	–	–	0.02%	298
2025 Q1	$53.9K	Buy	505 +73	+17%	+$10.2K	0.01%	331
2024 Q4	$53.3K	Hold	432	–	–	0.01%	321
2024 Q3	$61.8K	Sell	432 -23	-5%	-$3.27K	0.01%	291
2024 Q2	$74.4K	Buy	455 +175	+63%	+$21.8K	0.02%	271
2024 Q1	$35K	Buy	+280	New	+$29.7K	0.01%	352

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

SOA Wealth Advisors's ARM Position: Q2 2026 in Review

SOA Wealth Advisors increased its Arm (ARM) stake by 156% in Q2 2026, buying an estimated $209K and bringing the position to 1,291 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #132.

SOA Wealth Advisors first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

SOA Wealth Advisors held 1,291 shares of Arm worth $458K as of Q2 2026.
SOA Wealth Advisors bought 786 Arm shares in Q2 2026, an estimated $209K.
Arm made up 0.08% of SOA Wealth Advisors's portfolio in Q2 2026, its #132 holding.
SOA Wealth Advisors first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.