Herald Investment Management’s Arrow Electronics ARW Stock Holding History

Herald 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 Q3	–	Sell	-15,200	Closed	-$3.24M	–	11
2026 Q2	$3.24M	Hold	15,200	–	–	0.44%	69
2026 Q1	$2.18M	Hold	15,200	–	–	0.3%	77
2025 Q4	$1.68M	Hold	15,200	–	–	0.22%	89
2025 Q3	$1.84M	Hold	15,200	–	–	0.24%	83
2025 Q2	$1.94M	Hold	15,200	–	–	0.29%	78
2025 Q1	$1.58M	Hold	15,200	–	–	0.3%	81
2024 Q4	$1.72M	Hold	15,200	–	–	0.28%	80
2024 Q3	$2.02M	Hold	15,200	–	–	0.35%	71
2024 Q2	$1.83M	Hold	15,200	–	–	0.3%	70
2024 Q1	$1.97M	Hold	15,200	–	–	0.32%	71
2023 Q4	$1.86M	Hold	15,200	–	–	0.35%	66
2023 Q3	$1.9M	Hold	15,200	–	–	0.4%	63
2023 Q2	$2.18M	Hold	15,200	–	–	0.42%	62
2023 Q1	$1.9M	Hold	15,200	–	–	0.42%	63
2022 Q4	$1.59M	Hold	15,200	–	–	0.39%	67
2022 Q3	$1.4M	Hold	15,200	–	–	0.35%	78
2022 Q2	$1.7M	Hold	15,200	–	–	0.4%	71
2022 Q1	$1.8M	Hold	15,200	–	–	0.33%	80
2021 Q4	$2.04M	Hold	15,200	–	–	0.33%	80
2021 Q3	$1.71M	Buy	15,200 +7,400	+95%	+$855K	0.28%	80
2021 Q2	$887K	Hold	7,800	–	–	0.14%	92
2021 Q1	$864K	Hold	7,800	–	–	0.15%	92
2020 Q4	$755K	Hold	7,800	–	–	0.13%	91
2020 Q3	$613K	Hold	7,800	–	–	0.13%	91
2020 Q2	$535K	Hold	7,800	–	–	0.13%	87
2020 Q1	$404K	Hold	7,800	–	–	0.12%	85
2019 Q4	$660K	Buy	+7,800	New	+$620K	0.17%	78

Other funds holding ARW

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Herald Investment Management's ARW Position: Q3 2026 in Review

Herald Investment Management sold out of Arrow Electronics (ARW) in Q3 2026, closing a stake of 15,200 shares — an estimated $3.24M sold.

Herald Investment Management first reported a position in ARW in Q4 2019 and held it in 27 quarters. The position peaked at $3.24M in Q2 2026. 47 funds tracked by Wall St. Rank hold ARW as of Q3 2026.

Herald Investment Management reported no remaining Arrow Electronics position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 15,200 Arrow Electronics shares in Q3 2026, an estimated $3.24M.
Herald Investment Management first reported a position in Arrow Electronics in Q4 2019 and held it in 27 quarters.
Herald Investment Management's Arrow Electronics position peaked at $3.24M in Q2 2026.
47 funds tracked by Wall St. Rank held Arrow Electronics as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.