Transcend Capital Advisors’s Arm ARM Stock Holding History

Transcend Capital 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
2025 Q3	–	Sell	-1,290	Closed	-$209K	–	697
2025 Q2	$209K	Buy	+1,290	New	+$160K	0.02%	575
2025 Q1	–	Sell	-1,690	Closed	-$208K	–	604
2024 Q4	$208K	Sell	1,690 -400	-19%	-$56.4K	0.02%	532
2024 Q3	$299K	Sell	2,090 -160	-7%	-$22.7K	0.02%	481
2024 Q2	$368K	Buy	2,250 +550	+32%	+$68.4K	0.03%	425
2024 Q1	$212K	Buy	+1,700	New	+$180K	0.02%	488

Other funds holding ARM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

SGA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Transcend Capital Advisors's ARM Position: Q3 2025 in Review

Transcend Capital Advisors sold out of Arm (ARM) in Q3 2025, closing a stake of 1,290 shares — an estimated $209K sold.

Transcend Capital Advisors first reported a position in ARM in Q1 2024 and held it in 5 quarters. The position peaked at $368K in Q2 2024. 660 funds tracked by Wall St. Rank hold ARM as of Q3 2025.

Transcend Capital Advisors reported no remaining Arm position as of Q3 2025 after selling out during the quarter.
Transcend Capital Advisors sold 1,290 Arm shares in Q3 2025, an estimated $209K.
Transcend Capital Advisors first reported a position in Arm in Q1 2024 and held it in 5 quarters.
Transcend Capital Advisors's Arm position peaked at $368K in Q2 2024.
660 funds tracked by Wall St. Rank held Arm as of Q3 2025.

Based on Transcend Capital Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.