TPCM
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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
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% -$9.69K 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

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

Two Point Capital Management's ARW Position: Q2 2026 in Review

Two Point Capital Management increased its Arrow Electronics (ARW) stake by 0.08% in Q2 2026, buying an estimated $2.99K and bringing the position to 18,258 shares worth $3.9M. The position accounts for 1.57% of the portfolio, ranked #25.

Two Point Capital Management first reported a position in ARW in Q4 2022 and has held it in 14 quarters since. 632 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

  • Two Point Capital Management held 18,258 shares of Arrow Electronics worth $3.9M as of Q2 2026.
  • Two Point Capital Management bought 15 Arrow Electronics shares in Q2 2026, an estimated $2.99K.
  • Arrow Electronics made up 1.57% of Two Point Capital Management's portfolio in Q2 2026, its #25 holding.
  • Two Point Capital Management first reported a position in Arrow Electronics in Q4 2022 and has held it in 14 quarters since.
  • 632 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Two Point Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.