Select Equity Group’s CDW CDW Stock Holding History

Select Equity Group’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 Q1	–	Sell	-2,500	Closed	-$435K	–	155
2024 Q4	$435K	Buy	+2,500	New	+$486K	﹤0.01%	145

Other funds holding CDW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Select Equity Group's CDW Position: Q1 2026 in Review

Select Equity Group reduced its CDW (CDW) stake by 47% in Q1 2026, selling an estimated $137M and leaving 1,195,763 shares worth $145M. The position accounts for 0.74% of the portfolio, ranked #40.

Select Equity Group first reported a position in CDW in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.44B in Q4 2021. 752 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

Select Equity Group held 1,195,763 shares of CDW worth $145M as of Q1 2026.
Select Equity Group sold 1,081,732 CDW shares in Q1 2026, an estimated $137M.
CDW made up 0.74% of Select Equity Group's portfolio in Q1 2026, its #40 holding.
Select Equity Group first reported a position in CDW in Q2 2018 and has held it in 32 quarters since.
Select Equity Group's CDW position peaked at $1.44B in Q4 2021.
752 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.