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
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

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

United Advisor Group's ARM Position: Q1 2026 in Review

United Advisor Group increased its Arm (ARM) stake by 41% in Q1 2026, buying an estimated $147K and bringing the position to 4,143 shares worth $627K. The position accounts for 0.08% of the portfolio, ranked #247.

United Advisor Group first reported a position in ARM in Q3 2024 and has held it in 5 quarters since. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • United Advisor Group held 4,143 shares of Arm worth $627K as of Q1 2026.
  • United Advisor Group bought 1,210 Arm shares in Q1 2026, an estimated $147K.
  • Arm made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #247 holding.
  • United Advisor Group first reported a position in Arm in Q3 2024 and has held it in 5 quarters since.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.