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ACR Alpine Capital Research’s Arrow Electronics ARW Stock Holding History

ACR Alpine Capital Research’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311M Sell
1,457,881
-2,120,432
-59% -$423M 4.42% 12
2026
Q1 		$513M Buy
3,578,313
+132,720
+4% +$18.2M 7.66% 4
2025
Q4 		$380M Buy
3,445,593
+1,028,778
+43% +$117M 5.92% 8
2025
Q3 		$292M Buy
2,416,815
+260,442
+12% +$32.8M 5% 13
2025
Q2 		$275M Buy
2,156,373
+2,069,832
+2,392% +$238M 4.92% 13
2025
Q1 		$8.99M Buy
86,541
+69,214
+399% +$7.63M 0.19% 20
2024
Q4 		$1.96M Buy
17,327
+4,147
+31% +$512K 0.04% 33
2024
Q3 		$1.75M Buy
13,180
+2,998
+29% +$380K 0.05% 31
2024
Q2 		$1.23M Buy
+10,182
New +$1.3M 0.04% 29

Other funds holding ARW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

ACR Alpine Capital Research's ARW Position: Q2 2026 in Review

ACR Alpine Capital Research reduced its Arrow Electronics (ARW) stake by 59% in Q2 2026, selling an estimated $423M and leaving 1,457,881 shares worth $311M. The position accounts for 4.42% of the portfolio, ranked #12.

ACR Alpine Capital Research first reported a position in ARW in Q2 2024 and has held it in 9 quarters since. The position peaked at $513M in Q1 2026. 632 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • ACR Alpine Capital Research held 1,457,881 shares of Arrow Electronics worth $311M as of Q2 2026.
  • ACR Alpine Capital Research sold 2,120,432 Arrow Electronics shares in Q2 2026, an estimated $423M.
  • Arrow Electronics made up 4.42% of ACR Alpine Capital Research's portfolio in Q2 2026, its #12 holding.
  • ACR Alpine Capital Research first reported a position in Arrow Electronics in Q2 2024 and has held it in 9 quarters since.
  • ACR Alpine Capital Research's Arrow Electronics position peaked at $513M in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on ACR Alpine Capital Research's 13F filing for Q2 2026, filed 29 Jul 2026.