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Wealthspire Advisors (New York)’s Alarm.com ALRM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-740
Closed -$39.3K – 1100
2025
Q3 		$39.3K Buy
+740
New +$41.3K ﹤0.01% 1342

Other funds holding ALRM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s ALRM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Alarm.com (ALRM) in Q4 2025, closing a stake of 740 shares — an estimated $39.3K sold.

Wealthspire Advisors (New York) first reported a position in ALRM in Q3 2025 and held it in 1 quarter. The position peaked at $39.3K in Q3 2025. 306 funds tracked by Wall St. Rank hold ALRM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Alarm.com position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 740 Alarm.com shares in Q4 2025, an estimated $39.3K.
  • Wealthspire Advisors (New York) first reported a position in Alarm.com in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Alarm.com position peaked at $39.3K in Q3 2025.
  • 306 funds tracked by Wall St. Rank held Alarm.com as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.