AFC
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Ares Financial Consulting’s CDW CDW Stock Holding History

Ares Financial Consulting’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 		$4.03K Buy
29
+12
+71% +$1.51K ﹤0.01% 765
2026
Q1 		$2.01K Buy
17
+1
+6% +$126 ﹤0.01% 842
2025
Q4 		$2.25K Buy
+16
New +$2.36K ﹤0.01% 637

Other funds holding CDW

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ares Financial Consulting's CDW Position: Q2 2026 in Review

Ares Financial Consulting increased its CDW (CDW) stake by 71% in Q2 2026, buying an estimated $1.51K and bringing the position to 29 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Ares Financial Consulting first reported a position in CDW in Q4 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Ares Financial Consulting held 29 shares of CDW worth $4.03K as of Q2 2026.
  • Ares Financial Consulting bought 12 CDW shares in Q2 2026, an estimated $1.51K.
  • CDW made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #765 holding.
  • Ares Financial Consulting first reported a position in CDW in Q4 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.