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Bell Investment Advisors’s CDW CDW Stock Holding History

Bell Investment 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
Q2 		$9K Sell
64
-1
-2% -$126 ﹤0.01% 742
2026
Q1 		$7.87K Sell
65
-3
-4% -$379 ﹤0.01% 782
2025
Q4 		$9.26K Sell
68
-38
-36% -$5.6K ﹤0.01% 721
2025
Q3 		$16.9K Sell
106
-15
-12% -$2.55K ﹤0.01% 460
2025
Q2 		$21.6K Buy
121
+9
+8% +$1.53K ﹤0.01% 402
2025
Q1 		$17.9K Buy
112
+3
+3% +$545 ﹤0.01% 420
2024
Q4 		$19K Sell
109
-4
-4% -$777 ﹤0.01% 398
2024
Q3 		$25.6K Hold
113
– – ﹤0.01% 342
2024
Q2 		$25.3K Hold
113
– – 0.01% 341
2024
Q1 		$28.9K Sell
113
-3
-3% -$713 0.01% 305
2023
Q4 		$26.4K Sell
116
-1
-0.9% -$212 0.01% 289
2023
Q3 		$23.6K Sell
117
-1
-0.8% -$199 0.01% 281
2023
Q2 		$21.7K Sell
118
-9
-7% -$1.57K ﹤0.01% 303
2023
Q1 		$24.8K Buy
127
+10
+9% +$1.96K 0.01% 266
2022
Q4 		$20.9K Sell
117
-14
-11% -$2.46K 0.01% 295
2022
Q3 		$20K Buy
131
+10
+8% +$1.71K 0.01% 259
2022
Q2 		$19K Buy
+121
New +$20.3K 0.01% 271
2021
Q4 		$28K Buy
138
+12
+10% +$2.28K 0.01% 243
2021
Q3 		$23K Buy
+126
New +$23.8K 0.01% 254

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

Bell Investment Advisors's CDW Position: Q2 2026 in Review

Bell Investment Advisors reduced its CDW (CDW) stake by 1.5% in Q2 2026, selling an estimated $126 and leaving 64 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Bell Investment Advisors first reported a position in CDW in Q3 2021 and has held it in 19 quarters since. The position peaked at $28.9K in Q1 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Bell Investment Advisors held 64 shares of CDW worth $9K as of Q2 2026.
  • Bell Investment Advisors sold 1 CDW share in Q2 2026, an estimated $126.
  • CDW made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #742 holding.
  • Bell Investment Advisors first reported a position in CDW in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's CDW position peaked at $28.9K in Q1 2024.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.