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Clearstead Advisors’s CDW CDW Stock Holding History

Clearstead 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 		$225K Buy
1,603
+268
+20% +$33.7K ﹤0.01% 1026
2026
Q1 		$162K Buy
1,335
+797
+148% +$101K ﹤0.01% 1029
2025
Q4 		$73.3K Buy
538
+226
+72% +$33.3K ﹤0.01% 1233
2025
Q3 		$49.7K Sell
312
-18
-5% -$3.06K ﹤0.01% 1284
2025
Q2 		$58.9K Sell
330
-59
-15% -$10K ﹤0.01% 1240
2025
Q1 		$62.3K Buy
389
+169
+77% +$30.7K ﹤0.01% 1112
2024
Q4 		$38.3K Sell
220
-353
-62% -$68.6K ﹤0.01% 1222
2024
Q3 		$130K Buy
573
+130
+29% +$28.9K ﹤0.01% 967
2024
Q2 		$99.2K Buy
443
+310
+233% +$71.9K ﹤0.01% 1000
2024
Q1 		$29.5K Hold
133
– – ﹤0.01% 875
2023
Q4 		$30.2K Hold
133
– – ﹤0.01% 866
2023
Q3 		$26.8K Buy
133
+25
+23% +$4.98K ﹤0.01% 843
2023
Q2 		$19.8K Buy
108
+56
+108% +$9.78K ﹤0.01% 900
2023
Q1 		$10.1K Hold
52
– – ﹤0.01% 946
2022
Q4 		$9.29K Sell
52
-13
-20% -$2.29K ﹤0.01% 909
2022
Q3 		$10K Buy
65
+26
+67% +$4.46K ﹤0.01% 885
2022
Q2 		$6K Hold
39
– – ﹤0.01% 977
2022
Q1 		$7K Hold
39
– – ﹤0.01% 1030
2021
Q4 		$8K Sell
39
-16
-29% -$3.04K ﹤0.01% 945
2021
Q3 		$10K Buy
55
+7
+15% +$1.32K ﹤0.01% 940
2021
Q2 		$8K Buy
48
+9
+23% +$1.55K ﹤0.01% 819
2021
Q1 		$6K Buy
39
+18
+86% +$2.69K ﹤0.01% 839
2020
Q4 		$3K Hold
21
– – ﹤0.01% 844
2020
Q3 		$3K Hold
21
– – ﹤0.01% 780
2020
Q2 		$2K Hold
21
– – ﹤0.01% 733
2020
Q1 		$2K Buy
+21
New +$2.57K ﹤0.01% 716

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

Clearstead Advisors's CDW Position: Q2 2026 in Review

Clearstead Advisors increased its CDW (CDW) stake by 20% in Q2 2026, buying an estimated $33.7K and bringing the position to 1,603 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Clearstead Advisors first reported a position in CDW in Q1 2020 and has held it in 26 quarters since. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Clearstead Advisors held 1,603 shares of CDW worth $225K as of Q2 2026.
  • Clearstead Advisors bought 268 CDW shares in Q2 2026, an estimated $33.7K.
  • CDW made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1026 holding.
  • Clearstead Advisors first reported a position in CDW in Q1 2020 and has held it in 26 quarters since.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.