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EP Wealth Advisors’s Arrow Electronics ARW Stock Holding History

EP Wealth 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
2026
Q2 		$648K Buy
3,035
+1,045
+53% +$209K ﹤0.01% 911
2026
Q1 		$285K Buy
+1,990
New +$273K ﹤0.01% 1197
2024
Q4 		– Sell
-1,614
Closed -$214K – 1243
2024
Q3 		$214K Buy
+1,614
New +$205K ﹤0.01% 1012

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

EP Wealth Advisors's ARW Position: Q2 2026 in Review

EP Wealth Advisors increased its Arrow Electronics (ARW) stake by 53% in Q2 2026, buying an estimated $209K and bringing the position to 3,035 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

EP Wealth Advisors first reported a position in ARW in Q3 2024 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • EP Wealth Advisors held 3,035 shares of Arrow Electronics worth $648K as of Q2 2026.
  • EP Wealth Advisors bought 1,045 Arrow Electronics shares in Q2 2026, an estimated $209K.
  • Arrow Electronics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #911 holding.
  • EP Wealth Advisors first reported a position in Arrow Electronics in Q3 2024 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.