LP
CDW icon

Longview Partners’s CDW CDW Stock Holding History

Longview 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
2026
Q1 		$279M Sell
2,302,486
-258,379
-10% -$32.6M 3.95% 19
2025
Q4 		$349M Sell
2,560,865
-26,492
-1% -$3.91M 3.64% 21
2025
Q3 		$412M Buy
2,587,357
+320,208
+14% +$54.4M 4.31% 17
2025
Q2 		$405M Sell
2,267,149
-142,100
-6% -$24.1M 3.49% 18
2025
Q1 		$386M Sell
2,409,249
-148,634
-6% -$27M 3.11% 22
2024
Q4 		$445M Sell
2,557,883
-110,187
-4% -$21.4M 3.32% 20
2024
Q3 		$604M Buy
2,668,070
+10,334
+0.4% +$2.29M 4.14% 14
2024
Q2 		$595M Sell
2,657,736
-365,605
-12% -$84.8M 4.41% 11
2024
Q1 		$773M Sell
3,023,341
-85,420
-3% -$20.3M 4.99% 1
2023
Q4 		$707M Sell
3,108,761
-252,036
-7% -$53.4M 4.71% 3
2023
Q3 		$678M Buy
3,360,797
+8,251
+0.2% +$1.64M 4.81% 4
2023
Q2 		$615M Buy
3,352,546
+203,008
+6% +$35.5M 4.03% 14
2023
Q1 		$614M Buy
3,149,538
+100,674
+3% +$19.8M 4.33% 7
2022
Q4 		$544M Sell
3,048,864
-34,540
-1% -$6.07M 4.33% 8
2022
Q3 		$481M Sell
3,083,404
-422,043
-12% -$72.4M 4.13% 1
2022
Q2 		$552M Sell
3,505,447
-5,300
-0.2% -$891K 4.22% 13
2022
Q1 		$628M Buy
3,510,747
+2,808,226
+400% +$514M 4.11% 16
2021
Q4 		$144M Buy
+702,521
New +$134M 0.92% 24

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners's CDW Position: Q1 2026 in Review

Longview Partners reduced its CDW (CDW) stake by 10% in Q1 2026, selling an estimated $32.6M and leaving 2,302,486 shares worth $279M. The position accounts for 3.95% of the portfolio, ranked #19.

Longview Partners first reported a position in CDW in Q4 2021 and has held it in 18 quarters since. The position peaked at $773M in Q1 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Longview Partners held 2,302,486 shares of CDW worth $279M as of Q1 2026.
  • Longview Partners sold 258,379 CDW shares in Q1 2026, an estimated $32.6M.
  • CDW made up 3.95% of Longview Partners's portfolio in Q1 2026, its #19 holding.
  • Longview Partners first reported a position in CDW in Q4 2021 and has held it in 18 quarters since.
  • Longview Partners's CDW position peaked at $773M in Q1 2024.
  • 751 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Longview Partners's 13F filing for Q1 2026, filed 15 May 2026.