WA
ARM icon

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
Q1 		$357K Buy
+2,359
New +$286K ﹤0.01% 1229

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

Waverly Advisors's ARM Position: Q1 2026 in Review

Waverly Advisors opened a new position in Arm (ARM) in Q1 2026: 2,359 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings.

742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Waverly Advisors held 2,359 shares of Arm worth $357K as of Q1 2026.
  • Arm was a new Waverly Advisors position in Q1 2026.
  • Arm made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1229 holding.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.