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Root Financial Partners’s Arrow Electronics ARW Stock Holding History

Root Financial 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 		– Sell
-282
Closed -$40.4K – 601
2026
Q1 		$40.4K Buy
282
+79
+39% +$10.8K ﹤0.01% 971
2025
Q4 		$22.4K Sell
203
-15
-7% -$1.7K ﹤0.01% 1127
2025
Q3 		$26.4K Buy
+218
New +$27.4K ﹤0.01% 969

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

Root Financial Partners's ARW Position: Q2 2026 in Review

Root Financial Partners sold out of Arrow Electronics (ARW) in Q2 2026, closing a stake of 282 shares — an estimated $40.4K sold.

Root Financial Partners first reported a position in ARW in Q3 2025 and held it in 3 quarters. The position peaked at $40.4K in Q1 2026. 631 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • Root Financial Partners reported no remaining Arrow Electronics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 282 Arrow Electronics shares in Q2 2026, an estimated $40.4K.
  • Root Financial Partners first reported a position in Arrow Electronics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Arrow Electronics position peaked at $40.4K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.