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United Capital Financial Advisors’s Arm ARM Stock Holding History

United Capital Financial 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
2026
Q2 		$373K Buy
+1,052
New +$280K ﹤0.01% 1267
2024
Q1 		– Sell
-11,522
Closed -$866K – 1080
2023
Q4 		$866K Sell
11,522
-5,147
-31% -$301K 0.01% 586
2023
Q3 		$892K Buy
+16,669
New +$922K 0.01% 539

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 Capital Financial Advisors's ARM Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Arm (ARM) in Q2 2026: 1,052 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in ARM as recently as Q4 2023.

United Capital Financial Advisors first reported a position in ARM in Q3 2023 and has held it in 3 quarters since. The position peaked at $892K in Q3 2023. 963 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • United Capital Financial Advisors held 1,052 shares of Arm worth $373K as of Q2 2026.
  • Arm was a new United Capital Financial Advisors position in Q2 2026.
  • Arm made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1267 holding.
  • United Capital Financial Advisors first reported a position in Arm in Q3 2023 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Arm position peaked at $892K in Q3 2023.
  • 963 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.