U.S. Capital Wealth Advisors’s Arm ARM Stock Holding History

U.S. Capital Wealth 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 Q4	–	Sell	-1,787	Closed	-$253K	–	987
2025 Q3	$253K	Sell	1,787 -146	-8%	-$21.3K	0.01%	819
2025 Q2	$313K	Sell	1,933 -166	-8%	-$20.6K	0.01%	703
2025 Q1	$224K	Sell	2,099 -1,912	-48%	-$267K	0.01%	778
2024 Q4	$495K	Buy	+4,011	New	+$565K	0.02%	561
2023 Q4	–	Sell	-7,000	Closed	-$375K	–	662
2023 Q3	$375K	Buy	+7,000	New	+$387K	0.02%	484

Other funds holding ARM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 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 $122B AUM 29.27% 1-Year Est. Return

U.S. Capital Wealth Advisors's ARM Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Arm (ARM) in Q4 2025, closing a stake of 1,787 shares — an estimated $253K sold.

U.S. Capital Wealth Advisors first reported a position in ARM in Q3 2023 and held it in 5 quarters. The position peaked at $495K in Q4 2024. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining Arm position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,787 Arm shares in Q4 2025, an estimated $253K.
U.S. Capital Wealth Advisors first reported a position in Arm in Q3 2023 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Arm position peaked at $495K in Q4 2024.
652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.