Primecap Management’s Arlo Technologies ARLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33M | Sell |
2,318,513
-460,227
| -17% | -$6.15M | 0.03% | 213 |
|
|
2025
Q4 | $38.9M | Sell |
2,778,740
-357,149
| -11% | -$5.62M | 0.03% | 203 |
|
|
2025
Q3 | $53.2M | Sell |
3,135,889
-518,402
| -14% | -$8.81M | 0.04% | 193 |
|
|
2025
Q2 | $62M | Sell |
3,654,291
-523,640
| -13% | -$6.69M | 0.05% | 180 |
|
|
2025
Q1 | $41.2M | Sell |
4,177,931
-455,760
| -10% | -$5.2M | 0.03% | 197 |
|
|
2024
Q4 | $51.9M | Sell |
4,633,691
-328,200
| -7% | -$3.82M | 0.04% | 186 |
|
|
2024
Q3 | $60.1M | Sell |
4,961,891
-47,640
| -1% | -$631K | 0.04% | 177 |
|
|
2024
Q2 | $65.3M | Sell |
5,009,531
-111,900
| -2% | -$1.39M | 0.05% | 171 |
|
|
2024
Q1 | $64.8M | Buy |
5,121,431
+244,790
| +5% | +$2.45M | 0.05% | 167 |
|
|
2023
Q4 | $46.4M | Buy |
4,876,641
+147,341
| +3% | +$1.35M | 0.04% | 189 |
|
|
2023
Q3 | $48.7M | Buy |
4,729,300
+32,390
| +0.7% | +$344K | 0.04% | 179 |
|
|
2023
Q2 | $51.2M | Sell |
4,696,910
-143,550
| -3% | -$1.17M | 0.04% | 176 |
|
|
2023
Q1 | $29.3M | Sell |
4,840,460
-4,810
| -0.1% | -$21.3K | 0.03% | 207 |
|
|
2022
Q4 | $17M | Sell |
4,845,270
-115,840
| -2% | -$477K | 0.02% | 227 |
|
|
2022
Q3 | $23M | Sell |
4,961,110
-98,085
| -2% | -$615K | 0.02% | 208 |
|
|
2022
Q2 | $31.7M | Sell |
5,059,195
-168,775
| -3% | -$1.23M | 0.03% | 193 |
|
|
2022
Q1 | $46.3M | Sell |
5,227,970
-51,340
| -1% | -$472K | 0.03% | 193 |
|
|
2021
Q4 | $55.4M | Sell |
5,279,310
-98,680
| -2% | -$770K | 0.04% | 187 |
|
|
2021
Q3 | $34.5M | Sell |
5,377,990
-57,280
| -1% | -$356K | 0.02% | 212 |
|
|
2021
Q2 | $36.8M | Buy |
5,435,270
+555,830
| +11% | +$3.62M | 0.02% | 210 |
|
|
2021
Q1 | $30.6M | Sell |
4,879,440
-129,400
| -3% | -$1.01M | 0.02% | 218 |
|
|
2020
Q4 | $39M | Sell |
5,008,840
-76,080
| -1% | -$463K | 0.03% | 195 |
|
|
2020
Q3 | $26.7M | Sell |
5,084,920
-282,120
| -5% | -$1.36M | 0.02% | 206 |
|
|
2020
Q2 | $13.8M | Buy |
5,367,040
+68,020
| +1% | +$164K | 0.01% | 218 |
|
|
2020
Q1 | $12.9M | Buy |
5,299,020
+361,680
| +7% | +$1.26M | 0.01% | 208 |
|
|
2019
Q4 | $20.8M | Sell |
4,937,340
-116,400
| -2% | -$400K | 0.02% | 212 |
|
|
2019
Q3 | $17.2M | Sell |
5,053,740
-51,700
| -1% | -$188K | 0.01% | 209 |
|
|
2019
Q2 | $20.5M | Buy |
5,105,440
+57,440
| +1% | +$226K | 0.02% | 216 |
|
|
2019
Q1 | $20.8M | Buy |
5,048,000
+1,674,714
| +50% | +$9.28M | 0.02% | 215 |
|
|
2018
Q4 | $33.7M | Buy |
3,373,286
+1,224,886
| +57% | +$14.7M | 0.03% | 194 |
|
|
2018
Q3 | $31.2M | Buy |
+2,148,400
| New | +$40.2M | 0.02% | 207 |
|
Other funds holding ARLO
BIP
VPM
WA
VCM
RHJA
EA
Primecap Management's ARLO Position: Q1 2026 in Review
Primecap Management reduced its Arlo Technologies (ARLO) stake by 17% in Q1 2026, selling an estimated $6.15M and leaving 2,318,513 shares worth $33M. The position accounts for 0.03% of the portfolio, ranked #213.
Primecap Management first reported a position in ARLO in Q3 2018 and has held it in 31 quarters since. The position peaked at $65.3M in Q2 2024. 276 funds tracked by Wall St. Rank hold ARLO as of Q1 2026.
- Primecap Management held 2,318,513 shares of Arlo Technologies worth $33M as of Q1 2026.
- Primecap Management sold 460,227 Arlo Technologies shares in Q1 2026, an estimated $6.15M.
- Arlo Technologies made up 0.03% of Primecap Management's portfolio in Q1 2026, its #213 holding.
- Primecap Management first reported a position in Arlo Technologies in Q3 2018 and has held it in 31 quarters since.
- Primecap Management's Arlo Technologies position peaked at $65.3M in Q2 2024.
- 276 funds tracked by Wall St. Rank held Arlo Technologies as of Q1 2026.
Based on Primecap Management's 13F filing for Q1 2026, filed 11 May 2026.