North Growth Management’s Arhaus ARHS Stock Holding History

North Growth Management’s Portfolio ARHS Stock Details ARHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.49M	Buy	810,000 +108,000	+15%	+$981K	0.84%	41
2025 Q4	$7.87M	Buy	702,000 +8,000	+1%	+$83.1K	1.23%	35
2025 Q3	$7.38M	Sell	694,000 -5,000	-0.7%	-$52.6K	1.28%	33
2025 Q2	$6.06M	Buy	699,000 +65,000	+10%	+$543K	1.14%	36
2025 Q1	$5.51M	Buy	634,000 +90,000	+17%	+$963K	1.16%	34
2024 Q4	$5.11M	Sell	544,000 -9,000	-2%	-$88.2K	0.97%	37
2024 Q3	$6.81M	Buy	553,000 +72,000	+15%	+$973K	1.27%	36
2024 Q2	$8.15M	Buy	481,000 +1,000	+0.2%	+$16.2K	1.61%	28
2024 Q1	$7.39M	Sell	480,000 -4,000	-0.8%	-$51.5K	1.41%	33
2023 Q4	$5.74M	Buy	484,000 +218,000	+82%	+$2.05M	1.22%	39
2023 Q3	$2.48M	Buy	266,000 +140,000	+111%	+$1.47M	0.55%	44
2023 Q2	$1.31M	Buy	+126,000	New	+$1.03M	0.27%	46

Other funds holding ARHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

North Growth Management's ARHS Position: Q1 2026 in Review

North Growth Management increased its Arhaus (ARHS) stake by 15% in Q1 2026, buying an estimated $981K and bringing the position to 810,000 shares worth $5.49M. The position accounts for 0.84% of the portfolio, ranked #41.

North Growth Management first reported a position in ARHS in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.15M in Q2 2024. 177 funds tracked by Wall St. Rank hold ARHS as of Q1 2026.

North Growth Management held 810,000 shares of Arhaus worth $5.49M as of Q1 2026.
North Growth Management bought 108,000 Arhaus shares in Q1 2026, an estimated $981K.
Arhaus made up 0.84% of North Growth Management's portfolio in Q1 2026, its #41 holding.
North Growth Management first reported a position in Arhaus in Q2 2023 and has held it in 12 quarters since.
North Growth Management's Arhaus position peaked at $8.15M in Q2 2024.
177 funds tracked by Wall St. Rank held Arhaus as of Q1 2026.

Based on North Growth Management's 13F filing for Q1 2026, filed 24 Apr 2026.