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Morningstar Investment Management’s CDW CDW Stock Holding History

Morningstar Investment 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
2026
Q2 		$844K Hold
6,973
– – 0.05% 215
2026
Q1 		$844K Buy
+6,973
New +$881K 0.05% 213
2025
Q4 		– Sell
-6,282
Closed -$1M – 350
2025
Q3 		$1M Buy
+6,282
New +$1.07M 0.04% 341

Other funds holding CDW

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Morningstar Investment Management's CDW Position: Q2 2026 in Review

Morningstar Investment Management held its CDW (CDW) position steady in Q2 2026 at 6,973 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #215.

Morningstar Investment Management first reported a position in CDW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1M in Q3 2025. 232 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Morningstar Investment Management held 6,973 shares of CDW worth $844K as of Q2 2026.
  • Morningstar Investment Management left its CDW share count unchanged in Q2 2026.
  • CDW made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #215 holding.
  • Morningstar Investment Management first reported a position in CDW in Q3 2025 and has held it in 3 quarters since.
  • Morningstar Investment Management's CDW position peaked at $1M in Q3 2025.
  • 232 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.