VarCov Co’s PC Connection CNXN Stock Holding History

VarCov Co’s Portfolio CNXN Stock Details CNXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Sell	2,879 -4,122	-59%	-$275K	0.08%	328
2026 Q1	$409K	Buy	+7,001	New	+$419K	0.15%	245

Other funds holding CNXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VarCov Co's CNXN Position: Q2 2026 in Review

VarCov Co reduced its PC Connection (CNXN) stake by 59% in Q2 2026, selling an estimated $275K and leaving 2,879 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #328.

VarCov Co first reported a position in CNXN in Q1 2026 and has held it in 2 quarters since. The position peaked at $409K in Q1 2026. 187 funds tracked by Wall St. Rank hold CNXN as of Q2 2026.

VarCov Co held 2,879 shares of PC Connection worth $210K as of Q2 2026.
VarCov Co sold 4,122 PC Connection shares in Q2 2026, an estimated $275K.
PC Connection made up 0.08% of VarCov Co's portfolio in Q2 2026, its #328 holding.
VarCov Co first reported a position in PC Connection in Q1 2026 and has held it in 2 quarters since.
VarCov Co's PC Connection position peaked at $409K in Q1 2026.
187 funds tracked by Wall St. Rank held PC Connection as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.