Wallace Weitz’s CDW CDW Stock Holding History

Wallace Weitz’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	–	Sell	-36,250	Closed	-$4.39M	–	51
2026 Q1	$4.39M	Sell	36,250 -20,000	-36%	-$2.53M	0.31%	39
2025 Q4	$7.66M	Buy	56,250 +20,600	+58%	+$3.04M	0.45%	34
2025 Q3	$5.68M	Buy	+35,650	New	+$6.06M	0.31%	40

Other funds holding CDW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wallace Weitz's CDW Position: Q2 2026 in Review

Wallace Weitz sold out of CDW (CDW) in Q2 2026, closing a stake of 36,250 shares — an estimated $4.39M sold.

Wallace Weitz first reported a position in CDW in Q3 2025 and held it in 3 quarters. The position peaked at $7.66M in Q4 2025. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Wallace Weitz reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
Wallace Weitz sold 36,250 CDW shares in Q2 2026, an estimated $4.39M.
Wallace Weitz first reported a position in CDW in Q3 2025 and held it in 3 quarters.
Wallace Weitz's CDW position peaked at $7.66M in Q4 2025.
751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Weitz Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.