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 Q2	$6.87M	Buy	816,000 +6,000	+0.7%	+$41.7K	0.88%	39
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 $6.73T AUM 46.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

North Growth Management's ARHS Position: Q2 2026 in Review

North Growth Management increased its Arhaus (ARHS) stake by 0.74% in Q2 2026, buying an estimated $41.7K and bringing the position to 816,000 shares worth $6.87M. The position accounts for 0.88% of the portfolio, ranked #39.

North Growth Management first reported a position in ARHS in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.15M in Q2 2024. 166 funds tracked by Wall St. Rank hold ARHS as of Q2 2026.

North Growth Management held 816,000 shares of Arhaus worth $6.87M as of Q2 2026.
North Growth Management bought 6,000 Arhaus shares in Q2 2026, an estimated $41.7K.
Arhaus made up 0.88% of North Growth Management's portfolio in Q2 2026, its #39 holding.
North Growth Management first reported a position in Arhaus in Q2 2023 and has held it in 13 quarters since.
North Growth Management's Arhaus position peaked at $8.15M in Q2 2024.
166 funds tracked by Wall St. Rank held Arhaus as of Q2 2026.

Based on North Growth Management's 13F filing for Q2 2026, filed 22 Jul 2026.