Diversify Advisory Services
CDW icon

Diversify Advisory Services’s CDW CDW Stock Holding History

Diversify Advisory Services’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 		$1.88M Buy
12,161
+1,764
+17% +$249K 0.03% 462
2026
Q2 		$1.44M Buy
+10,397
New +$1.31M 0.02% 515
2026
Q1 		– Sell
-2,396
Closed -$316K – 307
2025
Q4 		$316K Buy
2,396
+196
+9% +$28.9K 0.01% 744
2025
Q3 		$341K Buy
2,200
+175
+9% +$29.7K 0.01% 680
2025
Q2 		$332K Buy
2,025
+495
+32% +$84.1K 0.01% 654
2025
Q1 		$245K Buy
1,530
+384
+34% +$69.8K 0.02% 560
2024
Q4 		$210K Sell
1,146
-53
-4% -$10.3K 0.01% 581
2024
Q3 		$260K Buy
1,199
+2
+0.2% +$444 0.01% 534
2024
Q2 		$257K Sell
1,197
-879
-42% -$204K 0.01% 547
2024
Q1 		$525K Buy
+2,076
New +$493K 0.03% 413

Other funds holding CDW

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Diversify Advisory Services's CDW Position: Q3 2026 in Review

Diversify Advisory Services increased its CDW (CDW) stake by 17% in Q3 2026, buying an estimated $249K and bringing the position to 12,161 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #462.

Diversify Advisory Services first reported a position in CDW in Q1 2024 and has held it in 10 quarters since. 113 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Diversify Advisory Services held 12,161 shares of CDW worth $1.88M as of Q3 2026.
  • Diversify Advisory Services bought 1,764 CDW shares in Q3 2026, an estimated $249K.
  • CDW made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #462 holding.
  • Diversify Advisory Services first reported a position in CDW in Q1 2024 and has held it in 10 quarters since.
  • 113 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.