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Avantax Advisory Services’s CDW CDW Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.55M Sell
8,676
-922
-10% -$157K 0.01% 928
2025
Q1 		$1.54M Buy
9,598
+3,268
+52% +$594K 0.01% 879
2024
Q4 		$1.1M Sell
6,330
-1,251
-17% -$243K 0.01% 996
2024
Q3 		$1.72M Buy
7,581
+423
+6% +$93.9K 0.01% 772
2024
Q2 		$1.6M Buy
7,158
+2,337
+48% +$542K 0.01% 750
2024
Q1 		$1.23M Sell
4,821
-369
-7% -$87.6K 0.01% 679
2023
Q4 		$1.18M Buy
5,190
+385
+8% +$81.6K 0.01% 660
2023
Q3 		$969K Buy
4,805
+529
+12% +$105K 0.01% 705
2023
Q2 		$785K Sell
4,276
-5
-0.1% -$873 0.01% 771
2023
Q1 		$834K Buy
4,281
+582
+16% +$114K 0.01% 720
2022
Q4 		$661K Sell
3,699
-294
-7% -$51.7K 0.01% 755
2022
Q3 		$623K Buy
3,993
+220
+6% +$37.7K 0.01% 691
2022
Q2 		$594K Buy
3,773
+45
+1% +$7.57K 0.01% 711
2022
Q1 		$664K Sell
3,728
-1,082
-22% -$198K 0.01% 680
2021
Q4 		$985K Buy
4,810
+1,145
+31% +$218K 0.01% 537
2021
Q3 		$669K Buy
3,665
+215
+6% +$40.6K 0.01% 611
2021
Q2 		$604K Buy
3,450
+601
+21% +$104K 0.01% 633
2021
Q1 		$471K Buy
2,849
+1,165
+69% +$174K 0.01% 640
2020
Q4 		$222K Sell
1,684
-135
-7% -$17.7K 0.01% 839
2020
Q3 		$217K Buy
+1,819
New +$208K ﹤0.01% 1193

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's CDW Position: Q2 2025 in Review

Avantax Advisory Services reduced its CDW (CDW) stake by 9.6% in Q2 2025, selling an estimated $157K and leaving 8,676 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #928.

Avantax Advisory Services first reported a position in CDW in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.72M in Q3 2024. 849 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Avantax Advisory Services held 8,676 shares of CDW worth $1.55M as of Q2 2025.
  • Avantax Advisory Services sold 922 CDW shares in Q2 2025, an estimated $157K.
  • CDW made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #928 holding.
  • Avantax Advisory Services first reported a position in CDW in Q3 2020 and has held it in 20 quarters since.
  • Avantax Advisory Services's CDW position peaked at $1.72M in Q3 2024.
  • 849 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.