Position in CDW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$306,594
+$29,218 QoQ
Shares Held
2,180
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#492
of 746 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TRUST POINT INC. holds $4,004,233 across 5 Information Technology Services names. CDW ranks #4 (7.7% of the industry book) .
All Filings in CDW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,594 | 2,180 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $277,376 | 2,292 | Shares | Sole | 2026-04-15 | |
| 2025-06-30 | $204,485 | 1,145 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $235,261 | 1,468 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $259,841 | 1,493 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $360,722 | 1,594 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $356,800 | 1,594 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $410,526 | 1,605 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $373,486 | 1,643 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||