Bellwether Advisors
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Bellwether Advisors’s CDW CDW Stock Holding History

Bellwether 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
Q3 		$2.34M Buy
+18,240
New +$2.57M 0.34% 73
2025
Q3 		– Sell
-1
Closed -$179 – 208
2025
Q2 		$179 Hold
1
– – ﹤0.01% 572
2025
Q1 		$160 Hold
1
– – ﹤0.01% 494
2024
Q4 		$174 Buy
+1
New +$194 ﹤0.01% 502
2023
Q2 		– Sell
-9,259
Closed -$1.8M – 144
2023
Q1 		$1.8M Buy
+9,259
New +$1.82M 0.49% 47

Other funds holding CDW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bellwether Advisors's CDW Position: Q3 2026 in Review

Bellwether Advisors opened a new position in CDW (CDW) in Q3 2026: 18,240 shares worth $2.34M. The stake represents 0.34% of the portfolio and ranks #73 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in CDW as recently as Q2 2025.

Bellwether Advisors first reported a position in CDW in Q1 2023 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Bellwether Advisors held 18,240 shares of CDW worth $2.34M as of Q3 2026.
  • CDW was a new Bellwether Advisors position in Q3 2026.
  • CDW made up 0.34% of Bellwether Advisors's portfolio in Q3 2026, its #73 holding.
  • Bellwether Advisors first reported a position in CDW in Q1 2023 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.