TwinBeech Capital’s Arrow Electronics ARW Stock Holding History

TwinBeech Capital’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	$1.72M	Buy	+8,047	New	+$1.61M	0.31%	103
2025 Q1	–	Sell	-8,992	Closed	-$1.02M	–	702
2024 Q4	$1.02M	Buy	+8,992	New	+$1.11M	0.02%	379
2024 Q1	–	Sell	-122,785	Closed	-$15M	–	543
2023 Q4	$15M	Buy	+122,785	New	+$14.7M	0.24%	121
2023 Q2	–	Sell	-9,998	Closed	-$1.25M	–	584
2023 Q1	$1.25M	Buy	+9,998	New	+$1.19M	0.03%	429
2020 Q4	–	Sell	-3,200	Closed	-$252K	–	424
2020 Q3	$252K	Buy	+3,200	New	+$236K	0.05%	365
2020 Q1	–	Sell	-10,224	Closed	-$866K	–	287
2019 Q4	$866K	Buy	+10,224	New	+$813K	0.25%	131

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

TwinBeech Capital's ARW Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Arrow Electronics (ARW) in Q2 2026: 8,047 shares worth $1.72M. The stake represents 0.31% of the portfolio and ranks #103 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in ARW as recently as Q4 2024.

TwinBeech Capital first reported a position in ARW in Q4 2019 and has held it in 6 quarters since. The position peaked at $15M in Q4 2023. 632 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

TwinBeech Capital held 8,047 shares of Arrow Electronics worth $1.72M as of Q2 2026.
Arrow Electronics was a new TwinBeech Capital position in Q2 2026.
Arrow Electronics made up 0.31% of TwinBeech Capital's portfolio in Q2 2026, its #103 holding.
TwinBeech Capital first reported a position in Arrow Electronics in Q4 2019 and has held it in 6 quarters since.
TwinBeech Capital's Arrow Electronics position peaked at $15M in Q4 2023.
632 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.