Position in ARLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,264,941
+$1,804,611 QoQ
Shares Held
2,478,211
+3.6% QoQ
Ownership
2.28%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $7,671,606,812 across 32 Building Products & Equipment names. ARLO ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
5,186,223 | $2,161,306,572 | |
| 2 | JCI |
Johnson Controls International plc
|
14,129,111 | $1,850,207,084 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
17,643,619 | $993,512,185 | |
| 4 | LII |
Lennox International Inc
|
900,176 | $417,798,686 | |
| 5 | MAS |
Masco Corp /De/
|
5,354,444 | $323,247,783 | |
| 6 | CSL |
Carlisle Companies Inc
|
774,776 | $258,480,768 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
1,255,732 | $251,071,055 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
2,884,519 | $237,482,448 |
All Filings in ARLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,264,941 | 2,478,211 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $33,460,330 | 2,391,732 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $40,050,663 | 2,362,871 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $39,810,445 | 2,347,314 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,567,518 | 2,286,476 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $24,831,459 | 2,219,076 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $26,548,425 | 2,192,273 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $27,958,437 | 2,144,052 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $25,188,464 | 1,991,183 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $18,394,039 | 1,932,147 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $18,657,409 | 1,811,399 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,676,218 | 1,711,844 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,995,242 | 1,649,380 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,528,688 | 1,575,125 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,813,260 | 1,468,375 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,964,150 | 1,429,689 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,417,174 | 1,401,487 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,394,692 | 1,372,230 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,472,629 | 1,321,783 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,087,147 | 1,342,267 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,149,336 | 1,297,665 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $9,316,294 | 1,195,930 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,915,364 | 1,124,594 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,809,359 | 1,088,899 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,604,116 | 1,071,653 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||