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Capital Advisors Ltd’s CDW CDW Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-96
Closed -$15K – 1372
2025
Q3 		$15K Hold
96
– – ﹤0.01% 704
2025
Q2 		$17K Buy
96
+70
+269% +$11.9K ﹤0.01% 664
2025
Q1 		$4K Sell
26
-17
-40% -$3.09K ﹤0.01% 939
2024
Q4 		$7K Hold
43
– – ﹤0.01% 852
2024
Q3 		$10K Buy
43
+2
+5% +$444 ﹤0.01% 767
2024
Q2 		$9K Sell
41
-3
-7% -$696 ﹤0.01% 763
2024
Q1 		$11K Buy
44
+3
+7% +$713 ﹤0.01% 690
2023
Q4 		$9K Hold
41
– – ﹤0.01% 701
2023
Q3 		$8K Hold
41
– – ﹤0.01% 719
2023
Q2 		$8K Sell
41
-30
-42% -$5.24K ﹤0.01% 726
2023
Q1 		$14K Sell
71
-5
-7% -$982 ﹤0.01% 496
2022
Q4 		$14K Buy
76
+49
+181% +$8.61K ﹤0.01% 501
2022
Q3 		$4K Buy
+27
New +$4.63K ﹤0.01% 662
2022
Q1 		– Sell
-3
Closed -$1K – 932
2021
Q4 		$1K Buy
+3
New +$570 ﹤0.01% 627

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital Advisors Ltd's CDW Position: Q4 2025 in Review

Capital Advisors Ltd sold out of CDW (CDW) in Q4 2025, closing a stake of 96 shares — an estimated $15K sold.

Capital Advisors Ltd first reported a position in CDW in Q4 2021 and held it in 14 quarters. The position peaked at $17K in Q2 2025. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Capital Advisors Ltd reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 96 CDW shares in Q4 2025, an estimated $15K.
  • Capital Advisors Ltd first reported a position in CDW in Q4 2021 and held it in 14 quarters.
  • Capital Advisors Ltd's CDW position peaked at $17K in Q2 2025.
  • 797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.