Steward Partners Investment Advisory’s Arm ARM Stock Holding History

Steward Partners Investment Advisory’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	$1.94M	Sell	5,466 -1,147	-17%	-$305K	0.01%	937
2026 Q1	$1M	Sell	6,613 -3,203	-33%	-$389K	0.01%	1164
2025 Q4	$1.07M	Sell	9,816 -479	-5%	-$69.6K	0.01%	1040
2025 Q3	$1.46M	Buy	10,295 +604	+6%	+$88K	0.01%	901
2025 Q2	$1.57M	Sell	9,691 -1,901	-16%	-$236K	0.01%	805
2025 Q1	$1.24M	Buy	11,592 +337	+3%	+$47K	0.01%	826
2024 Q4	$1.39M	Buy	11,255 +839	+8%	+$118K	0.01%	756
2024 Q3	$1.49M	Sell	10,416 -421	-4%	-$59.8K	0.01%	726
2024 Q2	$1.77M	Buy	10,837 +4,786	+79%	+$595K	0.02%	626
2024 Q1	$756K	Buy	6,051 +2,646	+78%	+$280K	0.01%	891
2023 Q4	$256K	Buy	3,405 +890	+35%	+$52K	﹤0.01%	1280
2023 Q3	$135K	Buy	+2,515	New	+$139K	﹤0.01%	1436

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

Steward Partners Investment Advisory's ARM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Arm (ARM) stake by 17% in Q2 2026, selling an estimated $305K and leaving 5,466 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #937.

Steward Partners Investment Advisory first reported a position in ARM in Q3 2023 and has held it in 12 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Steward Partners Investment Advisory held 5,466 shares of Arm worth $1.94M as of Q2 2026.
Steward Partners Investment Advisory sold 1,147 Arm shares in Q2 2026, an estimated $305K.
Arm made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #937 holding.
Steward Partners Investment Advisory first reported a position in Arm in Q3 2023 and has held it in 12 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.