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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
Q2 		$263M Sell
1,867,736
-434,750
-19% -$54.6M 4.27% 12
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longview Partners's CDW Position: Q2 2026 in Review

Longview Partners reduced its CDW (CDW) stake by 19% in Q2 2026, selling an estimated $54.6M and leaving 1,867,736 shares worth $263M. The position accounts for 4.27% of the portfolio, ranked #12.

Longview Partners first reported a position in CDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $773M in Q1 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Longview Partners held 1,867,736 shares of CDW worth $263M as of Q2 2026.
  • Longview Partners sold 434,750 CDW shares in Q2 2026, an estimated $54.6M.
  • CDW made up 4.27% of Longview Partners's portfolio in Q2 2026, its #12 holding.
  • Longview Partners first reported a position in CDW in Q4 2021 and has held it in 19 quarters since.
  • Longview Partners's CDW position peaked at $773M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Longview Partners's 13F filing for Q2 2026, filed 13 Aug 2026.