JO
ARW icon

John Overdeck’s Arrow Electronics ARW Stock Holding History

John Overdeck’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 		$61.1M Buy
286,433
+237,761
+488% +$47.5M 0.04% 477
2026
Q1 		$6.98M Sell
48,672
-101,583
-68% -$13.9M 0.01% 1698
2025
Q4 		$16.6M Buy
150,255
+118,086
+367% +$13.4M 0.02% 822
2025
Q3 		$3.89M Buy
32,169
+8,689
+37% +$1.09M 0.01% 1649
2025
Q2 		$2.99M Sell
23,480
-111,763
-83% -$12.8M 0.01% 1558
2025
Q1 		$14M Buy
135,243
+107,190
+382% +$11.8M 0.03% 628
2024
Q4 		$3.17M Sell
28,053
-69,045
-71% -$8.52M 0.01% 1406
2024
Q3 		$12.9M Buy
97,098
+74,125
+323% +$9.4M 0.03% 649
2024
Q2 		$2.77M Sell
22,973
-75,029
-77% -$9.59M 0.01% 1334
2024
Q1 		$12.7M Sell
98,002
-148,983
-60% -$17.4M 0.03% 572
2023
Q4 		$30.2M Buy
246,985
+244,785
+11,127% +$29.2M 0.07% 324
2023
Q3 		$276K Hold
2,200
– – ﹤0.01% 2517
2023
Q2 		$315K Hold
2,200
– – ﹤0.01% 2496
2023
Q1 		$275K Buy
+2,200
New +$261K ﹤0.01% 2459
2020
Q1 		– Sell
-43,578
Closed -$3.69M – 3068
2019
Q4 		$3.69M Buy
+43,578
New +$3.47M 0.01% 1143
2019
Q2 		– Sell
-32,704
Closed -$2.52M – 3301
2019
Q1 		$2.52M Buy
+32,704
New +$2.51M 0.01% 1292
2018
Q4 		– Sell
-75,900
Closed -$5.59M – 2968
2018
Q3 		$5.59M Buy
75,900
+71,546
+1,643% +$5.5M 0.02% 901
2018
Q2 		$328K Buy
+4,354
New +$331K ﹤0.01% 2893

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

John Overdeck's ARW Position: Q2 2026 in Review

John Overdeck increased its Arrow Electronics (ARW) stake by 488% in Q2 2026, buying an estimated $47.5M and bringing the position to 286,433 shares worth $61.1M. The position accounts for 0.04% of the portfolio, ranked #477.

John Overdeck first reported a position in ARW in Q2 2018 and has held it in 18 quarters since. 627 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • John Overdeck held 286,433 shares of Arrow Electronics worth $61.1M as of Q2 2026.
  • John Overdeck bought 237,761 Arrow Electronics shares in Q2 2026, an estimated $47.5M.
  • Arrow Electronics made up 0.04% of John Overdeck's portfolio in Q2 2026, its #477 holding.
  • John Overdeck first reported a position in Arrow Electronics in Q2 2018 and has held it in 18 quarters since.
  • 627 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.