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Atomi Financial Group’s CDW CDW Stock Holding History

Atomi Financial Group’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 		$215K Buy
+1,526
New +$192K 0.01% 1186
2025
Q3 		– Sell
-1,528
Closed -$273K – 1176
2025
Q2 		$273K Buy
+1,528
New +$260K 0.01% 868
2025
Q1 		– Sell
-1,370
Closed -$238K – 1049
2024
Q4 		$238K Buy
1,370
+119
+10% +$23.1K 0.01% 834
2024
Q3 		$283K Buy
1,251
+190
+18% +$42.2K 0.02% 693
2024
Q2 		$237K Buy
+1,061
New +$246K 0.02% 675

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

Atomi Financial Group's CDW Position: Q2 2026 in Review

Atomi Financial Group opened a new position in CDW (CDW) in Q2 2026: 1,526 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in CDW as recently as Q2 2025.

Atomi Financial Group first reported a position in CDW in Q2 2024 and has held it in 5 quarters since. The position peaked at $283K in Q3 2024. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Atomi Financial Group held 1,526 shares of CDW worth $215K as of Q2 2026.
  • CDW was a new Atomi Financial Group position in Q2 2026.
  • CDW made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1186 holding.
  • Atomi Financial Group first reported a position in CDW in Q2 2024 and has held it in 5 quarters since.
  • Atomi Financial Group's CDW position peaked at $283K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.