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Semanteon Capital Management’s Arrow Electronics ARW Stock Holding History

Semanteon Capital Management’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 		$207K Buy
+970
New +$194K 0.93% 83
2024
Q2 		– Sell
-2,032
Closed -$263K – 209
2024
Q1 		$263K Buy
+2,032
New +$238K 0.17% 185

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 $3.38T AUM 44.17% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Semanteon Capital Management's ARW Position: Q2 2026 in Review

Semanteon Capital Management opened a new position in Arrow Electronics (ARW) in Q2 2026: 970 shares worth $207K. The stake represents 0.93% of the portfolio and ranks #83 among its holdings. This is a return to the name: Semanteon Capital Management previously reported a position in ARW as recently as Q1 2024.

Semanteon Capital Management first reported a position in ARW in Q1 2024 and has held it in 2 quarters since. The position peaked at $263K in Q1 2024. 632 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • Semanteon Capital Management held 970 shares of Arrow Electronics worth $207K as of Q2 2026.
  • Arrow Electronics was a new Semanteon Capital Management position in Q2 2026.
  • Arrow Electronics made up 0.93% of Semanteon Capital Management's portfolio in Q2 2026, its #83 holding.
  • Semanteon Capital Management first reported a position in Arrow Electronics in Q1 2024 and has held it in 2 quarters since.
  • Semanteon Capital Management's Arrow Electronics position peaked at $263K in Q1 2024.
  • 632 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Semanteon Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.