Waverly Advisors’s Arm ARM Stock Holding History

Waverly 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	$1.08M	Buy	3,054 +695	+29%	+$185K	0.01%	863
2026 Q1	$357K	Buy	+2,359	New	+$286K	﹤0.01%	1229

Other funds holding ARM

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Waverly Advisors's ARM Position: Q2 2026 in Review

Waverly Advisors increased its Arm (ARM) stake by 29% in Q2 2026, buying an estimated $185K and bringing the position to 3,054 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #863.

Waverly Advisors first reported a position in ARM in Q1 2026 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Waverly Advisors held 3,054 shares of Arm worth $1.08M as of Q2 2026.
Waverly Advisors bought 695 Arm shares in Q2 2026, an estimated $185K.
Arm made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #863 holding.
Waverly Advisors first reported a position in Arm in Q1 2026 and has held it in 2 quarters since.
963 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.