John Overdeck’s CDW CDW Stock Holding History

John Overdeck’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$450K	Buy	+3,200	New	+$402K	﹤0.01%	4229

Other funds holding CDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's CDW Position: Q2 2026 in Review

John Overdeck reduced its CDW (CDW) stake by 59% in Q2 2026, selling an estimated $75.4M and leaving 418,137 shares worth $58.8M. The position accounts for 0.04% of the portfolio, ranked #498.

John Overdeck first reported a position in CDW in Q4 2013 and has held it in 30 quarters since. The position peaked at $123M in Q1 2026. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

John Overdeck held 418,137 shares of CDW worth $58.8M as of Q2 2026.
John Overdeck sold 600,537 CDW shares in Q2 2026, an estimated $75.4M.
CDW made up 0.04% of John Overdeck's portfolio in Q2 2026, its #498 holding.
John Overdeck first reported a position in CDW in Q4 2013 and has held it in 30 quarters since.
John Overdeck's CDW position peaked at $123M in Q1 2026.
751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.