Tortoise Investment Management’s Arm ARM Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-29	Closed	-$4.1K	–	322
2025 Q3	$4.1K	Buy	+29	New	+$4.22K	﹤0.01%	731

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Tortoise Investment Management's ARM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Arm (ARM) in Q4 2025, closing a stake of 29 shares — an estimated $4.1K sold.

Tortoise Investment Management first reported a position in ARM in Q3 2025 and held it in 1 quarter. The position peaked at $4.1K in Q3 2025. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

Tortoise Investment Management reported no remaining Arm position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 29 Arm shares in Q4 2025, an estimated $4.1K.
Tortoise Investment Management first reported a position in Arm in Q3 2025 and held it in 1 quarter.
Tortoise Investment Management's Arm position peaked at $4.1K in Q3 2025.
652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.