West Branch Capital’s Arm ARM Stock Holding History

West Branch Capital’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 Q2	–	Sell	-1,000	Closed	-$107K	–	478
2025 Q1	$107K	Buy	+1,000	New	+$139K	0.04%	111
2024 Q2	–	Sell	-2,000	Closed	-$250K	–	430
2024 Q1	$250K	Buy	+2,000	New	+$212K	0.1%	73

Other funds holding ARM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

West Branch Capital's ARM Position: Q2 2025 in Review

West Branch Capital sold out of Arm (ARM) in Q2 2025, closing a stake of 1,000 shares — an estimated $107K sold.

West Branch Capital first reported a position in ARM in Q1 2024 and held it in 2 quarters. The position peaked at $250K in Q1 2024. 668 funds tracked by Wall St. Rank hold ARM as of Q2 2025.

West Branch Capital reported no remaining Arm position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 1,000 Arm shares in Q2 2025, an estimated $107K.
West Branch Capital first reported a position in Arm in Q1 2024 and held it in 2 quarters.
West Branch Capital's Arm position peaked at $250K in Q1 2024.
668 funds tracked by Wall St. Rank held Arm as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.