Select Equity Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.2M | Sell |
314,460
-881,303
| -74% | -$111M | 0.22% | 74 |
|
|
2026
Q1 | $145M | Sell |
1,195,763
-1,081,732
| -47% | -$137M | 0.74% | 40 |
|
|
2025
Q4 | $310M | Sell |
2,277,495
-1,878,134
| -45% | -$277M | 1.34% | 24 |
|
|
2025
Q3 | $662M | Buy |
4,155,629
+102,919
| +3% | +$17.5M | 2.73% | 9 |
|
|
2025
Q2 | $724M | Buy |
4,052,710
+356,773
| +10% | +$60.6M | 3.03% | 6 |
|
|
2025
Q1 | $592M | Buy |
3,695,937
+198,011
| +6% | +$36M | 2.56% | 12 |
|
|
2024
Q4 | $609M | Sell |
3,497,926
-1,294,167
| -27% | -$251M | 2.42% | 14 |
|
|
2024
Q3 | $1.08B | Sell |
4,792,093
-61,534
| -1% | -$13.7M | 3.89% | 4 |
|
|
2024
Q2 | $1.09B | Sell |
4,853,627
-198,885
| -4% | -$46.1M | 4.28% | 5 |
|
|
2024
Q1 | $1.29B | Sell |
5,052,512
-156,517
| -3% | -$37.2M | 4.57% | 2 |
|
|
2023
Q4 | $1.18B | Sell |
5,209,029
-323,577
| -6% | -$68.6M | 4.21% | 3 |
|
|
2023
Q3 | $1.12B | Buy |
5,532,606
+16,432
| +0.3% | +$3.28M | 4.57% | 2 |
|
|
2023
Q2 | $1.01B | Sell |
5,516,174
-116,700
| -2% | -$20.4M | 3.77% | 5 |
|
|
2023
Q1 | $1.1B | Sell |
5,632,874
-1,147,956
| -17% | -$225M | 3.91% | 5 |
|
|
2022
Q4 | $1.21B | Sell |
6,780,830
-310,681
| -4% | -$54.6M | 4.55% | 3 |
|
|
2022
Q3 | $1.11B | Sell |
7,091,511
-174,337
| -2% | -$29.9M | 3.86% | 6 |
|
|
2022
Q2 | $1.14B | Buy |
7,265,848
+167,338
| +2% | +$28.1M | 3.67% | 4 |
|
|
2022
Q1 | $1.27B | Buy |
7,098,510
+82,188
| +1% | +$15M | 4.11% | 3 |
|
|
2021
Q4 | $1.44B | Buy |
7,016,322
+178,106
| +3% | +$33.9M | 3.92% | 4 |
|
|
2021
Q3 | $1.24B | Sell |
6,838,216
-697,542
| -9% | -$132M | 4.18% | 2 |
|
|
2021
Q2 | $1.32B | Sell |
7,535,758
-762,245
| -9% | -$131M | 4.5% | 3 |
|
|
2021
Q1 | $1.38B | Buy |
8,298,003
+837,648
| +11% | +$125M | 5% | 1 |
|
|
2020
Q4 | $983M | Buy |
7,460,355
+565,290
| +8% | +$74M | 4.04% | 4 |
|
|
2020
Q3 | $824M | Buy |
6,895,065
+994,339
| +17% | +$114M | 4.05% | 2 |
|
|
2020
Q2 | $686M | Buy |
5,900,726
+5,230
| +0.1% | +$567K | 3.94% | 3 |
|
|
2020
Q1 | $550M | Buy |
5,895,496
+2,316,970
| +65% | +$284M | 3.79% | 2 |
|
|
2019
Q4 | $511M | Sell |
3,578,526
-320,356
| -8% | -$42.4M | 3.22% | 6 |
|
|
2019
Q3 | $480M | Sell |
3,898,882
-448,520
| -10% | -$51.4M | 3.25% | 6 |
|
|
2019
Q2 | $483M | Sell |
4,347,402
-131,332
| -3% | -$13.8M | 3.29% | 5 |
|
|
2019
Q1 | $432M | Buy |
4,478,734
+367,412
| +9% | +$32.8M | 2.92% | 7 |
|
|
2018
Q4 | $333M | Buy |
4,111,322
+2,423,639
| +144% | +$209M | 2.52% | 13 |
|
|
2018
Q3 | $150M | Buy |
1,687,683
+918,485
| +119% | +$79.4M | 1.11% | 36 |
|
|
2018
Q2 | $62.1M | Buy |
+769,198
| New | +$59.5M | 0.5% | 43 |
|
Other funds holding CDW
Select Equity Group's CDW Position: Q2 2026 in Review
Select Equity Group reduced its CDW (CDW) stake by 74% in Q2 2026, selling an estimated $111M and leaving 314,460 shares worth $44.2M. The position accounts for 0.22% of the portfolio, ranked #74.
Select Equity Group first reported a position in CDW in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.44B in Q4 2021. 755 funds tracked by Wall St. Rank hold CDW as of Q2 2026.
- Select Equity Group held 314,460 shares of CDW worth $44.2M as of Q2 2026.
- Select Equity Group sold 881,303 CDW shares in Q2 2026, an estimated $111M.
- CDW made up 0.22% of Select Equity Group's portfolio in Q2 2026, its #74 holding.
- Select Equity Group first reported a position in CDW in Q2 2018 and has held it in 33 quarters since.
- Select Equity Group's CDW position peaked at $1.44B in Q4 2021.
- 755 funds tracked by Wall St. Rank held CDW as of Q2 2026.
Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.