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Benchmark Investment Advisors’s CDW CDW Stock Holding History

Benchmark 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
2025
Q3 		$639K Buy
+4,013
New +$682K 0.37% 52
2025
Q1 		$930K Buy
5,803
+1
+0% +$182 0.6% 45
2024
Q4 		$1.01M Sell
5,802
-238
-4% -$46.2K 0.66% 41
2024
Q3 		$1.37M Sell
6,040
-230
-4% -$51.1K 0.97% 30
2024
Q2 		$1.4M Sell
6,270
-262
-4% -$60.8K 1.02% 27
2024
Q1 		$1.67M Sell
6,532
-78
-1% -$18.5K 1.32% 20
2023
Q4 		$1.5M Sell
6,610
-4
-0.1% -$848 1.39% 25
2023
Q3 		$1.33M Sell
6,614
-2,298
-26% -$458K 1.35% 26
2023
Q2 		$1.64M Sell
8,912
-191
-2% -$33.4K 1.51% 22
2023
Q1 		$1.77M Sell
9,103
-1,047
-10% -$206K 1.82% 17
2022
Q4 		$1.81M Sell
10,150
-331
-3% -$58.2K 1.92% 16
2022
Q3 		$1.64M Sell
10,481
-417
-4% -$71.5K 1.76% 21
2022
Q2 		$1.72M Sell
10,898
-649
-6% -$109K 1.79% 17
2022
Q1 		$2.07M Sell
11,547
-275
-2% -$50.3K 1.55% 15
2021
Q4 		$2.42M Buy
+11,822
New +$2.25M 2% 11

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Benchmark Investment Advisors's CDW Position: Q3 2025 in Review

Benchmark Investment Advisors opened a new position in CDW (CDW) in Q3 2025: 4,013 shares worth $639K. The stake represents 0.37% of the portfolio and ranks #52 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in CDW as recently as Q1 2025.

Benchmark Investment Advisors first reported a position in CDW in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.42M in Q4 2021. 817 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Benchmark Investment Advisors held 4,013 shares of CDW worth $639K as of Q3 2025.
  • CDW was a new Benchmark Investment Advisors position in Q3 2025.
  • CDW made up 0.37% of Benchmark Investment Advisors's portfolio in Q3 2025, its #52 holding.
  • Benchmark Investment Advisors first reported a position in CDW in Q4 2021 and has held it in 15 quarters since.
  • Benchmark Investment Advisors's CDW position peaked at $2.42M in Q4 2021.
  • 817 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Benchmark Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.