Oldfield Partners’s Arrow Electronics ARW Stock Holding History

Oldfield Partners’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	$67.3M	Hold	315,300	–	–	16.22%	4
2026 Q1	$45.2M	Sell	315,300 -51,300	-14%	-$7.03M	11.5%	6
2025 Q4	$40.4M	Hold	366,600	–	–	11.45%	5
2025 Q3	$44.4M	Sell	366,600 -700	-0.2%	-$88.1K	13.85%	5
2025 Q2	$46.8M	Buy	367,300 +36,800	+11%	+$4.23M	16.08%	4
2025 Q1	$34.3M	Sell	330,500 -7,400	-2%	-$816K	10.03%	5
2024 Q4	$38.2M	Sell	337,900 -112,300	-25%	-$13.9M	11.08%	5
2024 Q3	$59.8M	Sell	450,200 -122,700	-21%	-$15.6M	12.64%	3
2024 Q2	$69.2M	Sell	572,900 -250,000	-30%	-$32M	13.07%	2
2024 Q1	$107M	Buy	+822,900	New	+$96.3M	14.35%	2

Other funds holding ARW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Oldfield Partners's ARW Position: Q2 2026 in Review

Oldfield Partners held its Arrow Electronics (ARW) position steady in Q2 2026 at 315,300 shares worth $67.3M. The position accounts for 16.22% of the portfolio, ranked #4.

Oldfield Partners first reported a position in ARW in Q1 2024 and has held it in 10 quarters since. The position peaked at $107M in Q1 2024. 631 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

Oldfield Partners held 315,300 shares of Arrow Electronics worth $67.3M as of Q2 2026.
Oldfield Partners left its Arrow Electronics share count unchanged in Q2 2026.
Arrow Electronics made up 16.22% of Oldfield Partners's portfolio in Q2 2026, its #4 holding.
Oldfield Partners first reported a position in Arrow Electronics in Q1 2024 and has held it in 10 quarters since.
Oldfield Partners's Arrow Electronics position peaked at $107M in Q1 2024.
631 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Oldfield Partners's 13F filing for Q2 2026, filed 10 Jul 2026.