Advisory Research’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Buy |
11,726
+768
| +7% | +$97K | 0.17% | 93 |
|
|
2025
Q4 | $1.49M | Buy |
10,958
+975
| +10% | +$144K | 0.19% | 88 |
|
|
2025
Q3 | $1.59M | Sell |
9,983
-369
| -4% | -$62.7K | 0.21% | 86 |
|
|
2025
Q2 | $1.85M | Sell |
10,352
-168
| -2% | -$28.5K | 0.28% | 76 |
|
|
2025
Q1 | $1.69M | Sell |
10,520
-464
| -4% | -$84.3K | 0.3% | 70 |
|
|
2024
Q4 | $1.91M | Buy |
10,984
+1,610
| +17% | +$313K | 0.32% | 68 |
|
|
2024
Q3 | $2.12M | Sell |
9,374
-283
| -3% | -$62.8K | 0.38% | 61 |
|
|
2024
Q2 | $2.16M | Buy |
9,657
+529
| +6% | +$123K | 0.41% | 58 |
|
|
2024
Q1 | $2.33M | Sell |
9,128
-63
| -0.7% | -$15K | 0.46% | 53 |
|
|
2023
Q4 | $2.09M | Sell |
9,191
-2,134
| -19% | -$452K | 0.32% | 78 |
|
|
2023
Q3 | $2.28M | Sell |
11,325
-314
| -3% | -$62.6K | 0.32% | 84 |
|
|
2023
Q2 | $2.14M | Buy |
11,639
+1,174
| +11% | +$205K | 0.27% | 101 |
|
|
2023
Q1 | $2.04M | Sell |
10,465
-34
| -0.3% | -$6.68K | 0.34% | 78 |
|
|
2022
Q4 | $1.87M | Sell |
10,499
-618
| -6% | -$109K | 0.18% | 87 |
|
|
2022
Q3 | $1.74M | Sell |
11,117
-79
| -0.7% | -$13.5K | 0.17% | 97 |
|
|
2022
Q2 | $1.76M | Buy |
11,196
+2,322
| +26% | +$390K | 0.17% | 92 |
|
|
2022
Q1 | $1.59M | Sell |
8,874
-1,873
| -17% | -$343K | 0.13% | 128 |
|
|
2021
Q4 | $2.2M | Sell |
10,747
-105
| -1% | -$20K | 0.17% | 104 |
|
|
2021
Q3 | $1.98M | Sell |
10,852
-5,762
| -35% | -$1.09M | 0.13% | 129 |
|
|
2021
Q2 | $2.9M | Sell |
16,614
-2,559
| -13% | -$441K | 0.19% | 112 |
|
|
2021
Q1 | $3.18M | Sell |
19,173
-160
| -0.8% | -$23.9K | 0.22% | 102 |
|
|
2020
Q4 | $2.55M | Sell |
19,333
-460
| -2% | -$60.2K | 0.19% | 104 |
|
|
2020
Q3 | $2.37M | Buy |
19,793
+359
| +2% | +$41.1K | 0.23% | 100 |
|
|
2020
Q2 | $2.26M | Sell |
19,434
-2,552
| -12% | -$276K | 0.2% | 107 |
|
|
2020
Q1 | $2.05M | Sell |
21,986
-906
| -4% | -$111K | 0.14% | 82 |
|
|
2019
Q4 | $3.27M | Sell |
22,892
-5,073
| -18% | -$671K | 0.15% | 87 |
|
|
2019
Q3 | $3.45M | Buy |
27,965
+45
| +0.2% | +$5.16K | 0.17% | 92 |
|
|
2019
Q2 | $3.1M | Sell |
27,920
-5,633
| -17% | -$591K | 0.06% | 156 |
|
|
2019
Q1 | $3.23M | Sell |
33,553
-2,197
| -6% | -$196K | 0.06% | 146 |
|
|
2018
Q4 | $2.9M | Sell |
35,750
-8,747
| -20% | -$753K | 0.06% | 159 |
|
|
2018
Q3 | $3.96M | Sell |
44,497
-86,983
| -66% | -$7.52M | 0.06% | 158 |
|
|
2018
Q2 | $10.6M | Sell |
131,480
-21,776
| -14% | -$1.69M | 0.17% | 119 |
|
|
2018
Q1 | $10.8M | Sell |
153,256
-16,752
| -10% | -$1.22M | 0.19% | 116 |
|
|
2017
Q4 | $11.8M | Sell |
170,008
-83,545
| -33% | -$5.75M | 0.2% | 112 |
|
|
2017
Q3 | $16.7M | Sell |
253,553
-56,718
| -18% | -$3.55M | 0.27% | 93 |
|
|
2017
Q2 | $19.4M | Sell |
310,271
-232,107
| -43% | -$13.9M | 0.31% | 88 |
|
|
2017
Q1 | $31.3M | Sell |
542,378
-377,138
| -41% | -$21.2M | 0.46% | 58 |
|
|
2016
Q4 | $47.9M | Sell |
919,516
-156,386
| -15% | -$7.63M | 0.71% | 45 |
|
|
2016
Q3 | $49.2M | Sell |
1,075,902
-88,527
| -8% | -$3.88M | 0.8% | 41 |
|
|
2016
Q2 | $46.7M | Sell |
1,164,429
-323,778
| -22% | -$13.4M | 0.8% | 41 |
|
|
2016
Q1 | $61.8M | Sell |
1,488,207
-824,915
| -36% | -$32.2M | 1.17% | 26 |
|
|
2015
Q4 | $97.2M | Sell |
2,313,122
-317,550
| -12% | -$13.8M | 1.47% | 16 |
|
|
2015
Q3 | $107M | Buy |
2,630,672
+420,357
| +19% | +$15.9M | 1.53% | 16 |
|
|
2015
Q2 | $75.8M | Sell |
2,210,315
-57,001
| -3% | -$2.13M | 0.86% | 29 |
|
|
2015
Q1 | $84.4M | Buy |
2,267,316
+622,667
| +38% | +$22.7M | 0.92% | 27 |
|
|
2014
Q4 | $57.8M | Buy |
1,644,649
+996,320
| +154% | +$32.2M | 0.6% | 52 |
|
|
2014
Q3 | $20.1M | Sell |
648,329
-13,871
| -2% | -$439K | 0.19% | 113 |
|
|
2014
Q2 | $21.1M | Buy |
+662,200
| New | +$19.4M | 0.2% | 112 |
|
Other funds holding CDW
VCM
VPM
Advisory Research's CDW Position: Q1 2026 in Review
Advisory Research increased its CDW (CDW) stake by 7% in Q1 2026, buying an estimated $97K and bringing the position to 11,726 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #93.
Advisory Research first reported a position in CDW in Q2 2014 and has held it in 48 quarters since. The position peaked at $107M in Q3 2015. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.
- Advisory Research held 11,726 shares of CDW worth $1.42M as of Q1 2026.
- Advisory Research bought 768 CDW shares in Q1 2026, an estimated $97K.
- CDW made up 0.17% of Advisory Research's portfolio in Q1 2026, its #93 holding.
- Advisory Research first reported a position in CDW in Q2 2014 and has held it in 48 quarters since.
- Advisory Research's CDW position peaked at $107M in Q3 2015.
- 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.
Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.