Net Worth Advisory Group ARW — ARROW ELECTRS INC

Ownership history in Net Worth Advisory Group  ·  8 quarters on record

AI Ownership Summary

Net Worth Advisory Group reported ARROW ELECTRS INC (ARW) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.42% in 2026 Q2. The latest visible filing shows ARW at 0.42% 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 Net Worth Advisory Group's position in ARROW ELECTRS 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 Q2

ARW was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

ARW stock page Net Worth Advisory Group fund profile Net Worth Advisory Group full holdings
How Net Worth Advisory Group held ARW — position size vs. price
% of Fund (quarterly)    ARW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 7,768 -283 -3.5% 0.42% $1.7M 2026-07-14 $206.50
2026 Q1 ADDED — — — 8,051 +638 +8.6% 0.24% $1.2M 2026-05-05 $186.41
2025 Q4 ADDED — — — 7,413 +609 +9.0% 0.17% $817K 2026-01-14 $116.00
2025 Q3 REDUCED 7.9% -6.6% ✅ 6,804 -581 -7.9% 0.24% $823K 2025-10-15 $117.48
2025 Q2 ADDED — — — 7,385 +661 +9.8% 0.21% $941K 2025-07-22 $130.46
2025 Q1 ADDED — — — 6,724 +117 +1.8% 0.22% $698K 2025-04-15 $100.60
2024 Q4 REDUCED — — — 6,607 -43 -0.6% 0.23% $747K 2025-02-07 $106.98
2024 Q3 INITIATED — — — 6,650 — — 0.26% $883K 2024-10-17 $137.14

🏢 Other funds also holding ARW

As of 2026 Q2 — sorted by position size

Oldfield Partners LLP 3Y 7Y 16.22% Buttonwood Financial Advisors Inc. 3Y 3.2% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 1.19% Insight Wealth Strategies, LLC 3Y 7Y 0.47% Hudson Value Partners, LLC 3Y 0.24% Hummer Financial Advisory Services Inc 3Y 0.17% Accurate Wealth Management, LLC 3Y 0.08% State of Alaska, Department of Revenue 3Y 7Y 0.08% Assenagon Asset Management S.A. 3Y 7Y 0.06% BURNS J W & CO INC/NY 3Y 7Y 0.05%

FAQ About Net Worth Advisory Group and ARW

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

How long has Net Worth Advisory Group reported owning ARW?

Net Worth Advisory Group reported ARW across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported ARW position in Net Worth Advisory Group's portfolio?

The largest reported portfolio weight for ARW was 0.42% in 2026 Q2.

What is the latest reported ARW position on this page?

The most recent filing on this page is 2026 Q2, when Net Worth Advisory Group reported 7,768 shares, equal to 0.42% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ARW ownership page compare?

The chart compares Net Worth Advisory Group'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.

How well did Net Worth Advisory Group time their ARW position?

Based on 13F filing dates vs. subsequent ARW price moves, Net Worth Advisory Group correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on ARW relative to SPY over the holding period was +8.0%.

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