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
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 $5.72T AUM 30.48% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Point Capital Management's ARW Position: Q1 2026 in Review

Two Point Capital Management reduced its Arrow Electronics (ARW) stake by 2.9% in Q1 2026, selling an estimated $74.3K and leaving 18,243 shares worth $2.62M. The position accounts for 1.14% of the portfolio, ranked #24.

Two Point Capital Management first reported a position in ARW in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.91M in Q3 2024. 526 funds tracked by Wall St. Rank hold ARW as of Q1 2026.

  • Two Point Capital Management held 18,243 shares of Arrow Electronics worth $2.62M as of Q1 2026.
  • Two Point Capital Management sold 542 Arrow Electronics shares in Q1 2026, an estimated $74.3K.
  • Arrow Electronics made up 1.14% of Two Point Capital Management's portfolio in Q1 2026, its #24 holding.
  • Two Point Capital Management first reported a position in Arrow Electronics in Q4 2022 and has held it in 13 quarters since.
  • Two Point Capital Management's Arrow Electronics position peaked at $2.91M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.