SVB Wealth’s Alarm.com ALRM Stock Holding History

SVB Wealth’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-52	Closed	-$2.89K	–	495
2025 Q1	$2.89K	Buy	+52	New	+$3.12K	﹤0.01%	1146

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

SVB Wealth's ALRM Position: Q2 2025 in Review

SVB Wealth sold out of Alarm.com (ALRM) in Q2 2025, closing a stake of 52 shares — an estimated $2.89K sold.

SVB Wealth first reported a position in ALRM in Q1 2025 and held it in 1 quarter. The position peaked at $2.89K in Q1 2025. 304 funds tracked by Wall St. Rank hold ALRM as of Q2 2025.

SVB Wealth reported no remaining Alarm.com position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 52 Alarm.com shares in Q2 2025, an estimated $2.89K.
SVB Wealth first reported a position in Alarm.com in Q1 2025 and held it in 1 quarter.
SVB Wealth's Alarm.com position peaked at $2.89K in Q1 2025.
304 funds tracked by Wall St. Rank held Alarm.com as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.