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Tortoise Investment Management’s CDW CDW Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-5
Closed -$796 – 432
2025
Q3 		$796 Hold
5
– – ﹤0.01% 1098
2025
Q2 		$893 Buy
+5
New +$849 ﹤0.01% 1002
2020
Q2 		– Sell
-7
Closed -$1K – 515
2020
Q1 		$1K Hold
7
– – ﹤0.01% 508
2019
Q4 		$1K Hold
7
– – ﹤0.01% 561
2019
Q3 		$1K Hold
7
– – ﹤0.01% 563
2019
Q2 		$1K Hold
7
– – ﹤0.01% 594
2019
Q1 		$1K Buy
+7
New +$625 ﹤0.01% 587

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Tortoise Investment Management's CDW Position: Q4 2025 in Review

Tortoise Investment Management sold out of CDW (CDW) in Q4 2025, closing a stake of 5 shares — an estimated $796 sold.

Tortoise Investment Management first reported a position in CDW in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q1 2020. 796 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Tortoise Investment Management reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 5 CDW shares in Q4 2025, an estimated $796.
  • Tortoise Investment Management first reported a position in CDW in Q1 2019 and held it in 7 quarters.
  • Tortoise Investment Management's CDW position peaked at $1K in Q1 2020.
  • 796 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.