SWM
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StoneCrest Wealth Management’s Arm ARM Stock Holding History

StoneCrest Wealth Management’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
2025
Q3 		– Sell
-5,378
Closed -$870K – 72
2025
Q2 		$870K Buy
5,378
+148
+3% +$18.4K 0.41% 46
2025
Q1 		$559K Buy
5,230
+2,140
+69% +$298K 0.35% 45
2024
Q4 		$381K Sell
3,090
-1,535
-33% -$216K 0.25% 54
2024
Q3 		$661K Sell
4,625
-142
-3% -$20.2K 0.48% 38
2024
Q2 		$780K Buy
4,767
+1,677
+54% +$209K 0.6% 31
2024
Q1 		$386K Buy
+3,090
New +$327K 0.33% 45

Other funds holding ARM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

StoneCrest Wealth Management's ARM Position: Q3 2025 in Review

StoneCrest Wealth Management sold out of Arm (ARM) in Q3 2025, closing a stake of 5,378 shares — an estimated $870K sold.

StoneCrest Wealth Management first reported a position in ARM in Q1 2024 and held it in 6 quarters. The position peaked at $870K in Q2 2025. 659 funds tracked by Wall St. Rank hold ARM as of Q3 2025.

  • StoneCrest Wealth Management reported no remaining Arm position as of Q3 2025 after selling out during the quarter.
  • StoneCrest Wealth Management sold 5,378 Arm shares in Q3 2025, an estimated $870K.
  • StoneCrest Wealth Management first reported a position in Arm in Q1 2024 and held it in 6 quarters.
  • StoneCrest Wealth Management's Arm position peaked at $870K in Q2 2025.
  • 659 funds tracked by Wall St. Rank held Arm as of Q3 2025.

Based on StoneCrest Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.