Ruffer LLP’s Arrow Electronics ARW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$249K Sell
1,170
-32,575
-97% -$6.5M 0.01% 185
2026
Q1
$4.85M Buy
+33,745
New +$4.63M 0.2% 67
2025
Q4
Sell
-36,923
Closed -$4.47M 156
2025
Q3
$4.47M Sell
36,923
-59,330
-62% -$7.46M 0.25% 51
2025
Q2
$12.3M Buy
+96,253
New +$11.1M 0.54% 34

Other funds holding ARW

Ruffer LLP's ARW Position: Q2 2026 in Review

Ruffer LLP reduced its Arrow Electronics (ARW) stake by 97% in Q2 2026, selling an estimated $6.5M and leaving 1,170 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #185.

Ruffer LLP first reported a position in ARW in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.3M in Q2 2025. 631 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • Ruffer LLP held 1,170 shares of Arrow Electronics worth $249K as of Q2 2026.
  • Ruffer LLP sold 32,575 Arrow Electronics shares in Q2 2026, an estimated $6.5M.
  • Arrow Electronics made up 0.01% of Ruffer LLP's portfolio in Q2 2026, its #185 holding.
  • Ruffer LLP first reported a position in Arrow Electronics in Q2 2025 and has held it in 4 quarters since.
  • Ruffer LLP's Arrow Electronics position peaked at $12.3M in Q2 2025.
  • 631 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.