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Alliance Wealth Advisors (Utah)’s CDW CDW Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$286K Sell
2,033
-302
-13% -$37.9K 0.05% 193
2026
Q1 		$283K Sell
2,335
-880
-27% -$111K 0.06% 197
2025
Q4 		$438K Sell
3,215
-1,228
-28% -$181K 0.09% 180
2025
Q3 		$708K Buy
4,443
+175
+4% +$29.7K 0.17% 143
2025
Q2 		$762K Buy
4,268
+24
+0.6% +$4.08K 0.18% 125
2025
Q1 		$680K Buy
4,244
+95
+2% +$17.3K 0.18% 124
2024
Q4 		$722K Buy
4,149
+310
+8% +$60.2K 0.19% 128
2024
Q3 		$869K Buy
3,839
+284
+8% +$63K 0.23% 107
2024
Q2 		$796K Buy
3,555
+303
+9% +$70.3K 0.23% 103
2024
Q1 		$832K Buy
3,252
+438
+16% +$104K 0.25% 98
2023
Q4 		$640K Buy
2,814
+139
+5% +$29.5K 0.21% 110
2023
Q3 		$540K Buy
2,675
+196
+8% +$39.1K 0.2% 109
2023
Q2 		$455K Buy
2,479
+349
+16% +$61K 0.17% 129
2023
Q1 		$415K Buy
2,130
+201
+10% +$39.5K 0.17% 132
2022
Q4 		$344K Buy
+1,929
New +$339K 0.15% 145

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s CDW Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its CDW (CDW) stake by 13% in Q2 2026, selling an estimated $37.9K and leaving 2,033 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #193.

Alliance Wealth Advisors (Utah) first reported a position in CDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $869K in Q3 2024. 754 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,033 shares of CDW worth $286K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 302 CDW shares in Q2 2026, an estimated $37.9K.
  • CDW made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #193 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in CDW in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s CDW position peaked at $869K in Q3 2024.
  • 754 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.