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Capstone Financial Advisors’s Arrow Electronics ARW Stock Holding History

Capstone Financial Advisors’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
Q1 		– Sell
-2,405
Closed -$272K – 159
2024
Q4 		$272K Hold
2,405
– – 0.02% 123
2024
Q3 		$319K Hold
2,405
– – 0.02% 116
2024
Q2 		$290K Sell
2,405
-422
-15% -$53.9K 0.02% 119
2024
Q1 		$366K Sell
2,827
-119
-4% -$13.9K 0.02% 101
2023
Q4 		$360K Hold
2,946
– – 0.03% 99
2023
Q3 		$369K Sell
2,946
-139
-5% -$18.5K 0.03% 90
2023
Q2 		$442K Buy
3,085
+1,218
+65% +$152K 0.03% 83
2023
Q1 		$233K Buy
+1,867
New +$221K 0.02% 112

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Capstone Financial Advisors's ARW Position: Q1 2025 in Review

Capstone Financial Advisors sold out of Arrow Electronics (ARW) in Q1 2025, closing a stake of 2,405 shares — an estimated $272K sold.

Capstone Financial Advisors first reported a position in ARW in Q1 2023 and held it in 8 quarters. The position peaked at $442K in Q2 2023. 457 funds tracked by Wall St. Rank hold ARW as of Q1 2025.

  • Capstone Financial Advisors reported no remaining Arrow Electronics position as of Q1 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,405 Arrow Electronics shares in Q1 2025, an estimated $272K.
  • Capstone Financial Advisors first reported a position in Arrow Electronics in Q1 2023 and held it in 8 quarters.
  • Capstone Financial Advisors's Arrow Electronics position peaked at $442K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2025.

Based on Capstone Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.