ARGA Investment Management’s Arrow Electronics ARW Stock Holding History

ARGA Investment Management’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	$24M	Sell	112,585 -220,680	-66%	-$44M	0.61%	30
2026 Q1	$47.8M	Sell	333,265 -10,402	-3%	-$1.43M	1.57%	13
2025 Q4	$37.9M	Sell	343,667 -1,360	-0.4%	-$154K	1.03%	22
2025 Q3	$41.7M	Sell	345,027 -226,618	-40%	-$28.5M	1.11%	21
2025 Q2	$72.8M	Buy	571,645 +278,084	+95%	+$31.9M	1.99%	15
2025 Q1	$30.5M	Buy	293,561 +214,926	+273%	+$23.7M	1.02%	20
2024 Q4	$8.9M	Buy	78,635 +10,497	+15%	+$1.3M	0.29%	28
2024 Q3	$9.05M	Sell	68,138 -14,676	-18%	-$1.86M	0.3%	33
2024 Q2	$10M	Buy	82,814 +16,514	+25%	+$2.11M	0.35%	29
2024 Q1	$8.58M	Buy	66,300 +58,664	+768%	+$6.87M	0.29%	34
2023 Q4	$934K	Buy	+7,636	New	+$911K	0.03%	77
2023 Q3	–	Sell	-28,326	Closed	-$4.06M	–	120
2023 Q2	$4.06M	Buy	+28,326	New	+$3.53M	0.14%	36

Other funds holding ARW

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

ARGA Investment Management's ARW Position: Q2 2026 in Review

ARGA Investment Management reduced its Arrow Electronics (ARW) stake by 66% in Q2 2026, selling an estimated $44M and leaving 112,585 shares worth $24M. The position accounts for 0.61% of the portfolio, ranked #30.

ARGA Investment Management first reported a position in ARW in Q2 2023 and has held it in 12 quarters since. The position peaked at $72.8M in Q2 2025. 172 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

ARGA Investment Management held 112,585 shares of Arrow Electronics worth $24M as of Q2 2026.
ARGA Investment Management sold 220,680 Arrow Electronics shares in Q2 2026, an estimated $44M.
Arrow Electronics made up 0.61% of ARGA Investment Management's portfolio in Q2 2026, its #30 holding.
ARGA Investment Management first reported a position in Arrow Electronics in Q2 2023 and has held it in 12 quarters since.
ARGA Investment Management's Arrow Electronics position peaked at $72.8M in Q2 2025.
172 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on ARGA Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.