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Wealthspire Advisors (New York)’s Arm ARM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,334
Closed -$189K – 1155
2025
Q3 		$189K Buy
1,334
+29
+2% +$4.22K ﹤0.01% 814
2025
Q2 		$211K Buy
+1,305
New +$162K ﹤0.01% 779

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Arm (ARM) in Q4 2025, closing a stake of 1,334 shares — an estimated $189K sold.

Wealthspire Advisors (New York) first reported a position in ARM in Q2 2025 and held it in 2 quarters. The position peaked at $211K in Q2 2025. 652 funds tracked by Wall St. Rank hold ARM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Arm position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,334 Arm shares in Q4 2025, an estimated $189K.
  • Wealthspire Advisors (New York) first reported a position in Arm in Q2 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Arm position peaked at $211K in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Arm as of Q4 2025.

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