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Blue Grotto Capital’s Arrow Electronics ARW Stock Holding History

Blue Grotto Capital’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
2025
Q4 		– Sell
-59,413
Closed -$7.19M – 26
2025
Q3 		$7.19M Sell
59,413
-106,055
-64% -$13.3M 0.83% 26
2025
Q2 		$21.1M Buy
165,468
+48,968
+42% +$5.62M 2.55% 17
2025
Q1 		$12.1M Buy
+116,500
New +$12.9M 1.98% 19

Other funds holding ARW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Blue Grotto Capital's ARW Position: Q4 2025 in Review

Blue Grotto Capital sold out of Arrow Electronics (ARW) in Q4 2025, closing a stake of 59,413 shares — an estimated $7.19M sold.

Blue Grotto Capital first reported a position in ARW in Q1 2025 and held it in 3 quarters. The position peaked at $21.1M in Q2 2025. 473 funds tracked by Wall St. Rank hold ARW as of Q4 2025.

  • Blue Grotto Capital reported no remaining Arrow Electronics position as of Q4 2025 after selling out during the quarter.
  • Blue Grotto Capital sold 59,413 Arrow Electronics shares in Q4 2025, an estimated $7.19M.
  • Blue Grotto Capital first reported a position in Arrow Electronics in Q1 2025 and held it in 3 quarters.
  • Blue Grotto Capital's Arrow Electronics position peaked at $21.1M in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Arrow Electronics as of Q4 2025.

Based on Blue Grotto Capital's 13F filing for Q4 2025, filed 17 Feb 2026.