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Intrinsic Edge Capital Management’s Arrow Electronics ARW Stock Holding History

Intrinsic Edge Capital 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 		$19.2M Buy
90,000
+25,000
+38% +$4.99M 1.99% 5
2026
Q1 		$9.32M Buy
+65,000
New +$8.91M 1.55% 21
2021
Q1 		– Sell
-90,282
Closed -$8.78M – 223
2020
Q4 		$8.78M Buy
+90,282
New +$7.99M 0.65% 55

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

Intrinsic Edge Capital Management's ARW Position: Q2 2026 in Review

Intrinsic Edge Capital Management increased its Arrow Electronics (ARW) stake by 38% in Q2 2026, buying an estimated $4.99M and bringing the position to 90,000 shares worth $19.2M. The position accounts for 1.99% of the portfolio, ranked #5.

Intrinsic Edge Capital Management first reported a position in ARW in Q4 2020 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • Intrinsic Edge Capital Management held 90,000 shares of Arrow Electronics worth $19.2M as of Q2 2026.
  • Intrinsic Edge Capital Management bought 25,000 Arrow Electronics shares in Q2 2026, an estimated $4.99M.
  • Arrow Electronics made up 1.99% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #5 holding.
  • Intrinsic Edge Capital Management first reported a position in Arrow Electronics in Q4 2020 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.