Two Point Capital Management
ARW icon

Two Point Capital Management’s Arrow Electronics ARW Stock Holding History

Two Point 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
Q3 		$1.98M Sell
8,709
-9,549
-52% -$2.03M 0.89% 25
2026
Q2 		$3.9M Buy
18,258
+15
+0.1% +$2.99K 1.57% 25
2026
Q1 		$2.62M Sell
18,243
-542
-3% -$74.3K 1.14% 24
2025
Q4 		$2.07M Sell
18,785
-221
-1% -$25.1K 0.84% 25
2025
Q3 		$2.3M Sell
19,006
-77
-0.4% -$9.7K 0.92% 25
2025
Q2 		$2.43M Buy
+19,083
New +$2.19M 1.03% 25
2024
Q4 		$2.67M Buy
22,428
+509
+2% +$62.8K 0.96% 25
2024
Q3 		$2.91M Buy
21,919
+335
+2% +$42.5K 1.06% 25
2024
Q2 		$2.61M Buy
21,584
+95
+0.4% +$12.1K 1.05% 25
2024
Q1 		$2.78M Buy
21,489
+220
+1% +$25.8K 1.14% 23
2023
Q4 		$2.6M Buy
21,269
+1,607
+8% +$192K 1.19% 22
2023
Q3 		$2.46M Buy
19,662
+2,015
+11% +$269K 1.36% 20
2023
Q2 		$2.53M Buy
17,647
+252
+1% +$31.4K 1.32% 22
2023
Q1 		$2.17M Buy
17,395
+135
+0.8% +$16K 1.28% 21
2022
Q4 		$1.8M Buy
+17,260
New +$1.78M 1.16% 21

Other funds holding ARW

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Invesco LLC (Illinois)
Invesco LLC (Illinois) Des Plaines, Illinois $321M AUM 26.39% 1-Year Est. Return

Two Point Capital Management's ARW Position: Q3 2026 in Review

Two Point Capital Management reduced its Arrow Electronics (ARW) stake by 52% in Q3 2026, selling an estimated $2.03M and leaving 8,709 shares worth $1.98M. The position accounts for 0.89% of the portfolio, ranked #25.

Two Point Capital Management first reported a position in ARW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.9M in Q2 2026. 78 funds tracked by Wall St. Rank hold ARW as of Q3 2026.

  • Two Point Capital Management held 8,709 shares of Arrow Electronics worth $1.98M as of Q3 2026.
  • Two Point Capital Management sold 9,549 Arrow Electronics shares in Q3 2026, an estimated $2.03M.
  • Arrow Electronics made up 0.89% of Two Point Capital Management's portfolio in Q3 2026, its #25 holding.
  • Two Point Capital Management first reported a position in Arrow Electronics in Q4 2022 and has held it in 15 quarters since.
  • Two Point Capital Management's Arrow Electronics position peaked at $3.9M in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Arrow Electronics as of Q3 2026.

Based on Two Point Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.