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Triad Investment Management’s CDW CDW Stock Holding History

Triad 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 		$4.3M Buy
30,540
+5,156
+20% +$647K 4.74% 7
2026
Q1 		$3.07M Buy
25,384
+3,799
+18% +$480K 3.63% 13
2025
Q4 		$2.94M Buy
+21,585
New +$3.18M 2.98% 15
2024
Q1 		$3.04M Sell
11,894
-1,025
-8% -$243K 3.69% 14
2023
Q4 		$2.94M Buy
12,919
+215
+2% +$45.6K 3.85% 8
2023
Q3 		$2.56M Buy
12,704
+109
+0.9% +$21.7K 3.74% 9
2023
Q2 		$2.31M Buy
12,595
+591
+5% +$103K 3.22% 11
2023
Q1 		$2.34M Sell
12,004
-650
-5% -$128K 3.4% 12
2022
Q4 		$2.26M Buy
12,654
+145
+1% +$25.5K 3.54% 8
2022
Q3 		$1.95M Buy
12,509
+41
+0.3% +$7.03K 3.39% 10
2022
Q2 		$1.96M Sell
12,468
-2,835
-19% -$477K 2.91% 14
2022
Q1 		$2.74M Buy
15,303
+541
+4% +$99K 2.59% 18
2021
Q4 		$3.02M Buy
+14,762
New +$2.81M 2.75% 15
2020
Q4 		$1.59M Buy
12,092
+1,395
+13% +$183K 1.77% 26
2020
Q3 		$1.28M Buy
+10,697
New +$1.22M 1.81% 25

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

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

Triad Investment Management increased its CDW (CDW) stake by 20% in Q2 2026, buying an estimated $647K and bringing the position to 30,540 shares worth $4.3M. The position accounts for 4.74% of the portfolio, ranked #7.

Triad Investment Management first reported a position in CDW in Q3 2020 and has held it in 15 quarters since. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Triad Investment Management held 30,540 shares of CDW worth $4.3M as of Q2 2026.
  • Triad Investment Management bought 5,156 CDW shares in Q2 2026, an estimated $647K.
  • CDW made up 4.74% of Triad Investment Management's portfolio in Q2 2026, its #7 holding.
  • Triad Investment Management first reported a position in CDW in Q3 2020 and has held it in 15 quarters since.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

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