Wedge Capital Management’s Arrow Electronics ARW Stock Holding History

Wedge 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	$72.3M	Buy	+338,823	New	+$67.6M	1.19%	21
2022 Q4	–	Sell	-462,073	Closed	-$42.6M	–	421
2022 Q3	$42.6M	Buy	462,073 +74,626	+19%	+$8.15M	0.72%	27
2022 Q2	$43.4M	Buy	+387,447	New	+$45.2M	0.69%	19
2021 Q4	–	Sell	-5,050	Closed	-$567K	–	415
2021 Q3	$567K	Buy	5,050 +449	+10%	+$51.9K	0.01%	309
2021 Q2	$524K	Buy	4,601 +365	+9%	+$42.8K	0.01%	309
2021 Q1	$469K	Sell	4,236 -1,813	-30%	-$188K	0.01%	374
2020 Q4	$589K	Buy	6,049 +471	+8%	+$41.7K	0.01%	386
2020 Q3	$439K	Buy	5,578 +649	+13%	+$47.9K	0.01%	393
2020 Q2	$339K	Sell	4,929 -3	-0.1%	-$189	﹤0.01%	404
2020 Q1	$256K	Buy	4,932 +30	+0.6%	+$2.13K	﹤0.01%	426
2019 Q4	$415K	Buy	+4,902	New	+$390K	﹤0.01%	428

Other funds holding ARW

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Wedge Capital Management opened a new position in Arrow Electronics (ARW) in Q2 2026: 338,823 shares worth $72.3M. The stake represents 1.19% of the portfolio and ranks #21 among its holdings. This is a return to the name: Wedge Capital Management previously reported a position in ARW as recently as Q3 2022.

Wedge Capital Management first reported a position in ARW in Q4 2019 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold ARW as of Q2 2026.

Wedge Capital Management held 338,823 shares of Arrow Electronics worth $72.3M as of Q2 2026.
Arrow Electronics was a new Wedge Capital Management position in Q2 2026.
Arrow Electronics made up 1.19% of Wedge Capital Management's portfolio in Q2 2026, its #21 holding.
Wedge Capital Management first reported a position in Arrow Electronics in Q4 2019 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.