ARW β€” Arrow Electronics Inc

Ownership history in STEPH & CO  Β·  4 quarters on record

AI Ownership Summary

STEPH & CO reported Arrow Electronics Inc (ARW) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows ARW at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPH & CO's position in Arrow Electronics Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARW was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPH & CO held ARW β€” position size vs. price
% of Fund (quarterly)    ARW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,283 -148 -10.3% 0.05% $184K 2026-04-17 $174.97
2025 Q4 ADDED 1,431 +786 +121.9% 0.05% $158K 2026-01-23 $116.66
2025 Q3 ADDED 645 +63 +10.8% 0.02% $78K 2025-10-06 $122.89
2025 Q2 INITIATED 582 β€” β€” 0.02% $74K 2025-07-16 $130.50

FAQ About STEPH & CO and ARW

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPH & CO reported owning ARW?

STEPH & CO reported ARW across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ARW position in STEPH & CO's portfolio?

The largest reported portfolio weight for ARW was 0.05% in 2026 Q1.

What is the latest reported ARW position on this page?

The most recent filing on this page is 2026 Q1, when STEPH & CO reported 1,283 shares, equal to 0.05% of portfolio, with an estimated market value of $184K.

What does the chart on this ARW ownership page compare?

The chart compares STEPH & CO's quarterly ARW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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