Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s CDW CDW Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-46,333
Closed -$7.38M – 586
2025
Q3 		$7.38M Sell
46,333
-244
-0.5% -$41.5K 0.03% 384
2025
Q2 		$8.32M Buy
46,577
+1,241
+3% +$211K 0.04% 346
2025
Q1 		$7.27M Buy
45,336
+1,120
+3% +$204K 0.04% 332
2024
Q4 		$7.7M Sell
44,216
-6,821
-13% -$1.33M 0.04% 322
2024
Q3 		$11.1M Buy
51,037
+7,960
+18% +$1.77M 0.08% 211
2024
Q2 		$9.64M Buy
43,077
+1,281
+3% +$297K 0.08% 185
2024
Q1 		$10.7M Buy
+41,796
New +$9.93M 0.14% 106

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kovitz Investment Group Partners's CDW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of CDW (CDW) in Q4 2025, closing a stake of 46,333 shares — an estimated $7.38M sold.

Kovitz Investment Group Partners first reported a position in CDW in Q1 2024 and held it in 7 quarters. The position peaked at $11.1M in Q3 2024. 796 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 46,333 CDW shares in Q4 2025, an estimated $7.38M.
  • Kovitz Investment Group Partners first reported a position in CDW in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's CDW position peaked at $11.1M in Q3 2024.
  • 796 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.