ACA
CDW icon

Aptus Capital Advisors’s CDW CDW Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-1,770
Closed -$241K – 1694
2025
Q4 		$241K Sell
1,770
-518
-23% -$76.4K ﹤0.01% 969
2025
Q3 		$364K Sell
2,288
-1,998
-47% -$340K ﹤0.01% 791
2025
Q2 		$766K Buy
4,286
+2,525
+143% +$429K 0.01% 585
2025
Q1 		$282K Buy
+1,761
New +$320K ﹤0.01% 786
2024
Q4 		– Sell
-1,675
Closed -$379K – 1419
2024
Q3 		$379K Buy
1,675
+50
+3% +$11.1K 0.01% 607
2024
Q2 		$364K Buy
1,625
+38
+2% +$8.81K 0.01% 571
2024
Q1 		$406K Sell
1,587
-255
-14% -$60.6K 0.01% 559
2023
Q4 		$419K Sell
1,842
-306
-14% -$64.8K 0.01% 412
2023
Q3 		$433K Buy
2,148
+238
+12% +$47.4K 0.01% 412
2023
Q2 		$350K Buy
1,910
+77
+4% +$13.5K 0.01% 375
2023
Q1 		$357K Sell
1,833
-215
-10% -$42.2K 0.01% 361
2022
Q4 		$366K Hold
2,048
– – 0.01% 382
2022
Q3 		$320K Buy
2,048
+191
+10% +$32.7K 0.01% 375
2022
Q2 		$293K Sell
1,857
-1,931
-51% -$325K 0.01% 329
2022
Q1 		$678K Buy
+3,788
New +$693K 0.02% 276

Other funds holding CDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return