Advisornet Financial’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $75.7K | Sell |
538
-333
| -38% | -$41.8K | ﹤0.01% | 971 |
|
|
2026
Q1 | $105K | Sell |
871
-23
| -3% | -$2.91K | 0.01% | 805 |
|
|
2025
Q4 | $122K | Buy |
894
+16
| +2% | +$2.36K | 0.01% | 745 |
|
|
2025
Q3 | $140K | Hold |
878
| – | – | 0.01% | 690 |
|
|
2025
Q2 | $157K | Buy |
878
+4
| +0.5% | +$679 | 0.01% | 637 |
|
|
2025
Q1 | $140K | Hold |
874
| – | – | 0.01% | 631 |
|
|
2024
Q4 | $152K | Sell |
874
-14
| -2% | -$2.72K | 0.01% | 569 |
|
|
2024
Q3 | $201K | Buy |
888
+876
| +7,300% | +$194K | 0.02% | 522 |
|
|
2024
Q2 | $2.72K | Hold |
12
| – | – | ﹤0.01% | 1575 |
|
|
2024
Q1 | $3.1K | Sell |
12
-881
| -99% | -$209K | ﹤0.01% | 1525 |
|
|
2023
Q4 | $203K | Buy |
893
+12
| +1% | +$2.54K | 0.02% | 466 |
|
|
2023
Q3 | $178K | Sell |
881
-29
| -3% | -$5.78K | 0.02% | 475 |
|
|
2023
Q2 | $167K | Sell |
910
-28
| -3% | -$4.89K | 0.01% | 517 |
|
|
2023
Q1 | $183K | Buy |
938
+2
| +0.2% | +$393 | 0.02% | 481 |
|
|
2022
Q4 | $167K | Buy |
936
+14
| +2% | +$2.46K | 0.02% | 506 |
|
|
2022
Q3 | $144K | Buy |
922
+24
| +3% | +$4.11K | 0.01% | 573 |
|
|
2022
Q2 | $141K | Buy |
898
+10
| +1% | +$1.68K | 0.01% | 576 |
|
|
2022
Q1 | $159K | Buy |
888
+7
| +0.8% | +$1.28K | 0.01% | 613 |
|
|
2021
Q4 | $180K | Hold |
881
| – | – | 0.01% | 629 |
|
|
2021
Q3 | $160K | Sell |
881
-350
| -28% | -$66.1K | 0.01% | 647 |
|
|
2021
Q2 | $215K | Hold |
1,231
| – | – | 0.01% | 577 |
|
|
2021
Q1 | $204K | Buy |
1,231
+10
| +0.8% | +$1.49K | 0.01% | 558 |
|
|
2020
Q4 | $161K | Hold |
1,221
| – | – | 0.01% | 557 |
|
|
2020
Q3 | $146K | Hold |
1,221
| – | – | 0.01% | 569 |
|
|
2020
Q2 | $142K | Hold |
1,221
| – | – | 0.01% | 579 |
|
|
2020
Q1 | $114K | Buy |
1,221
+848
| +227% | +$104K | 0.01% | 582 |
|
|
2019
Q4 | $53K | Sell |
373
-512
| -58% | -$67.7K | ﹤0.01% | 875 |
|
|
2019
Q3 | $109K | Buy |
885
+512
| +137% | +$58.7K | 0.01% | 652 |
|
|
2019
Q2 | $41K | Hold |
373
| – | – | ﹤0.01% | 864 |
|
|
2019
Q1 | $36K | Sell |
373
-6
| -2% | -$535 | ﹤0.01% | 825 |
|
|
2018
Q4 | $31K | Sell |
379
-94
| -20% | -$8.1K | ﹤0.01% | 805 |
|
|
2018
Q3 | $42K | Hold |
473
| – | – | 0.01% | 769 |
|
|
2018
Q2 | $38K | Sell |
473
-500
| -51% | -$38.7K | 0.01% | 783 |
|
|
2018
Q1 | $68K | Sell |
973
-47
| -5% | -$3.43K | 0.01% | 619 |
|
|
2017
Q4 | $71K | Buy |
+1,020
| New | +$70.2K | 0.01% | 560 |
|
Other funds holding CDW
Advisornet Financial's CDW Position: Q2 2026 in Review
Advisornet Financial reduced its CDW (CDW) stake by 38% in Q2 2026, selling an estimated $41.8K and leaving 538 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #971.
Advisornet Financial first reported a position in CDW in Q4 2017 and has held it in 35 quarters since. The position peaked at $215K in Q2 2021. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.
- Advisornet Financial held 538 shares of CDW worth $75.7K as of Q2 2026.
- Advisornet Financial sold 333 CDW shares in Q2 2026, an estimated $41.8K.
- CDW made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #971 holding.
- Advisornet Financial first reported a position in CDW in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's CDW position peaked at $215K in Q2 2021.
- 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.