UAG
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United Advisor Group’s Arm ARM Stock Holding History

United Advisor Group’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 		$1.37M Sell
3,865
-278
-7% -$73.9K 0.14% 168
2026
Q1 		$627K Buy
4,143
+1,210
+41% +$147K 0.08% 247
2025
Q4 		$321K Sell
2,933
-46
-2% -$6.69K 0.04% 364
2025
Q3 		$421K Buy
+2,979
New +$434K 0.06% 295
2025
Q1 		– Sell
-3,817
Closed -$471K – 349
2024
Q4 		$471K Buy
3,817
+7
+0.2% +$987 0.09% 203
2024
Q3 		$545K Buy
+3,810
New +$541K 0.12% 172

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

United Advisor Group's ARM Position: Q2 2026 in Review

United Advisor Group reduced its Arm (ARM) stake by 6.7% in Q2 2026, selling an estimated $73.9K and leaving 3,865 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #168.

United Advisor Group first reported a position in ARM in Q3 2024 and has held it in 6 quarters since. 958 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • United Advisor Group held 3,865 shares of Arm worth $1.37M as of Q2 2026.
  • United Advisor Group sold 278 Arm shares in Q2 2026, an estimated $73.9K.
  • Arm made up 0.14% of United Advisor Group's portfolio in Q2 2026, its #168 holding.
  • United Advisor Group first reported a position in Arm in Q3 2024 and has held it in 6 quarters since.
  • 958 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.