Summit Trail Advisors’s Arm ARM Stock Holding History

Summit Trail 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	$837K	Buy	2,360 +360	+18%	+$95.7K	0.01%	1055
2026 Q1	$303K	Sell	2,000 -101	-5%	-$12.3K	﹤0.01%	1302
2025 Q4	$230K	Sell	2,101 -3,226	-61%	-$469K	﹤0.01%	1251
2025 Q3	$754K	Buy	5,327 +1,000	+23%	+$146K	0.01%	958
2025 Q2	$700K	Buy	+4,327	New	+$537K	0.01%	600

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

Summit Trail Advisors's ARM Position: Q2 2026 in Review

Summit Trail Advisors increased its Arm (ARM) stake by 18% in Q2 2026, buying an estimated $95.7K and bringing the position to 2,360 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #1055.

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

Summit Trail Advisors held 2,360 shares of Arm worth $837K as of Q2 2026.
Summit Trail Advisors bought 360 Arm shares in Q2 2026, an estimated $95.7K.
Arm made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1055 holding.
Summit Trail Advisors first reported a position in Arm in Q2 2025 and has held it in 5 quarters since.
957 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.