Cetera Investment Advisers
CDW icon

Cetera Investment Advisers’s CDW CDW Stock Holding History

Cetera Investment Advisers’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
Q1 		$1.53M Buy
12,658
+1,611
+15% +$204K ﹤0.01% 2520
2025
Q4 		$1.5M Buy
11,047
+224
+2% +$33K ﹤0.01% 2459
2025
Q3 		$1.72M Buy
10,823
+3,938
+57% +$669K ﹤0.01% 2308
2025
Q2 		$1.23M Sell
6,885
-1,130
-14% -$192K ﹤0.01% 2201
2025
Q1 		$1.28M Buy
8,015
+3,233
+68% +$587K ﹤0.01% 2064
2024
Q4 		$832K Sell
4,782
-4,574
-49% -$889K ﹤0.01% 2290
2024
Q3 		$2.12M Sell
9,356
-3,537
-27% -$785K ﹤0.01% 1589
2024
Q2 		$2.89M Buy
12,893
+3,228
+33% +$749K 0.01% 1301
2024
Q1 		$2.47M Buy
9,665
+6,022
+165% +$1.43M 0.01% 1414
2023
Q4 		$828K Sell
3,643
-596
-14% -$126K 0.01% 1217
2023
Q3 		$855K Sell
4,239
-775
-15% -$154K 0.01% 1117
2023
Q2 		$920K Sell
5,014
-10,469
-68% -$1.83M 0.01% 1099
2023
Q1 		$3.02M Buy
15,483
+3,072
+25% +$603K 0.03% 571
2022
Q4 		$2.22M Buy
12,411
+10,168
+453% +$1.79M 0.02% 665
2022
Q3 		$350K Buy
2,243
+15
+0.7% +$2.57K 0.01% 1181
2022
Q2 		$351K Sell
2,228
-851
-28% -$143K 0.01% 1311
2022
Q1 		$551K Sell
3,079
-5
-0.2% -$915 0.01% 1101
2021
Q4 		$632K Sell
3,084
-3,559
-54% -$677K 0.01% 1043
2021
Q3 		$1.21M Buy
6,643
+2,502
+60% +$473K 0.02% 711
2021
Q2 		$723K Buy
4,141
+1,002
+32% +$173K 0.01% 912
2021
Q1 		$520K Sell
3,139
-1,054
-25% -$157K 0.01% 957
2020
Q4 		$553K Buy
+4,193
New +$549K 0.01% 914

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's CDW Position: Q1 2026 in Review

Cetera Investment Advisers increased its CDW (CDW) stake by 15% in Q1 2026, buying an estimated $204K and bringing the position to 12,658 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Cetera Investment Advisers first reported a position in CDW in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.02M in Q1 2023. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Cetera Investment Advisers held 12,658 shares of CDW worth $1.53M as of Q1 2026.
  • Cetera Investment Advisers bought 1,611 CDW shares in Q1 2026, an estimated $204K.
  • CDW made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2520 holding.
  • Cetera Investment Advisers first reported a position in CDW in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's CDW position peaked at $3.02M in Q1 2023.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.