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 Q1	–	Sell	-8,182	Closed	-$473K	–	194
2025 Q4	$473K	Buy	+8,182	New	+$487K	0.54%	57

Other funds holding CNXN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Verdad Advisers's CNXN Position: Q1 2026 in Review

Verdad Advisers sold out of PC Connection (CNXN) in Q1 2026, closing a stake of 8,182 shares — an estimated $473K sold.

Verdad Advisers first reported a position in CNXN in Q4 2025 and held it in 1 quarter. The position peaked at $473K in Q4 2025. 185 funds tracked by Wall St. Rank hold CNXN as of Q1 2026.

Verdad Advisers reported no remaining PC Connection position as of Q1 2026 after selling out during the quarter.
Verdad Advisers sold 8,182 PC Connection shares in Q1 2026, an estimated $473K.
Verdad Advisers first reported a position in PC Connection in Q4 2025 and held it in 1 quarter.
Verdad Advisers's PC Connection position peaked at $473K in Q4 2025.
185 funds tracked by Wall St. Rank held PC Connection as of Q1 2026.

Based on Verdad Advisers's 13F filing for Q1 2026, filed 15 May 2026.