WE
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Wealth Effects’s Arm ARM Stock Holding History

Wealth Effects’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 		$261K Buy
+1,725
New +$209K 0.09% 179
2024
Q4 		– Sell
-4,200
Closed -$601K – 213
2024
Q3 		$601K Hold
4,200
– – 0.21% 93
2024
Q2 		$687K Buy
4,200
+500
+14% +$62.2K 0.25% 80
2024
Q1 		$462K Buy
+3,700
New +$392K 0.17% 114

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

Wealth Effects's ARM Position: Q1 2026 in Review

Wealth Effects opened a new position in Arm (ARM) in Q1 2026: 1,725 shares worth $261K. The stake represents 0.09% of the portfolio and ranks #179 among its holdings. This is a return to the name: Wealth Effects previously reported a position in ARM as recently as Q3 2024.

Wealth Effects first reported a position in ARM in Q1 2024 and has held it in 4 quarters since. The position peaked at $687K in Q2 2024. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Wealth Effects held 1,725 shares of Arm worth $261K as of Q1 2026.
  • Arm was a new Wealth Effects position in Q1 2026.
  • Arm made up 0.09% of Wealth Effects's portfolio in Q1 2026, its #179 holding.
  • Wealth Effects first reported a position in Arm in Q1 2024 and has held it in 4 quarters since.
  • Wealth Effects's Arm position peaked at $687K in Q2 2024.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.