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Verdad Advisers’s PC Connection CNXN Stock Holding History

Verdad Advisers’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 		$809K Buy
+11,084
New +$739K 0.77% 36
2026
Q1 		– Sell
-8,182
Closed -$473K – 194
2025
Q4 		$473K Buy
+8,182
New +$487K 0.54% 57

Other funds holding CNXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Verdad Advisers's CNXN Position: Q2 2026 in Review

Verdad Advisers opened a new position in PC Connection (CNXN) in Q2 2026: 11,084 shares worth $809K. The stake represents 0.77% of the portfolio and ranks #36 among its holdings. This is a return to the name: Verdad Advisers previously reported a position in CNXN as recently as Q4 2025.

Verdad Advisers first reported a position in CNXN in Q4 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold CNXN as of Q2 2026.

  • Verdad Advisers held 11,084 shares of PC Connection worth $809K as of Q2 2026.
  • PC Connection was a new Verdad Advisers position in Q2 2026.
  • PC Connection made up 0.77% of Verdad Advisers's portfolio in Q2 2026, its #36 holding.
  • Verdad Advisers first reported a position in PC Connection in Q4 2025 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held PC Connection as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.