JCM
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Junto Capital Management’s CDW CDW Stock Holding History

Junto Capital Management’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
2025
Q3 		– Sell
-315,187
Closed -$56.3M – 80
2025
Q2 		$56.3M Buy
+315,187
New +$53.5M 1.17% 35
2024
Q4 		– Sell
-138,961
Closed -$31.4M – 83
2024
Q3 		$31.4M Buy
+138,961
New +$30.8M 0.7% 58
2022
Q1 		– Sell
-233,922
Closed -$47.9M – 72
2021
Q4 		$47.9M Buy
+233,922
New +$44.5M 1.23% 36
2020
Q3 		– Sell
-65,780
Closed -$7.64M – 49
2020
Q2 		$7.64M Buy
+65,780
New +$7.13M 0.33% 48
2018
Q1 		– Sell
-519,381
Closed -$36.1M – 38
2017
Q4 		$36.1M Buy
+519,381
New +$35.7M 2.76% 17
2017
Q2 		– Sell
-299,863
Closed -$17.3M – 40
2017
Q1 		$17.3M Sell
299,863
-2,054
-0.7% -$116K 1.64% 27
2016
Q4 		$15.7M Buy
+301,917
New +$14.7M 1.72% 24

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Junto Capital Management's CDW Position: Q3 2025 in Review

Junto Capital Management sold out of CDW (CDW) in Q3 2025, closing a stake of 315,187 shares — an estimated $56.3M sold.

Junto Capital Management first reported a position in CDW in Q4 2016 and held it in 7 quarters. The position peaked at $56.3M in Q2 2025. 818 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Junto Capital Management reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • Junto Capital Management sold 315,187 CDW shares in Q3 2025, an estimated $56.3M.
  • Junto Capital Management first reported a position in CDW in Q4 2016 and held it in 7 quarters.
  • Junto Capital Management's CDW position peaked at $56.3M in Q2 2025.
  • 818 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Junto Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.