Diversify Advisory Services’s CDW CDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Diversify Advisory Services's CDW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in CDW (CDW) in Q2 2026: 10,397 shares worth $1.44M. The stake represents 0.02% of the portfolio and ranks #515 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CDW as recently as Q4 2025.

Diversify Advisory Services first reported a position in CDW in Q1 2024 and has held it in 9 quarters since. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Diversify Advisory Services held 10,397 shares of CDW worth $1.44M as of Q2 2026.
  • CDW was a new Diversify Advisory Services position in Q2 2026.
  • CDW made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #515 holding.
  • Diversify Advisory Services first reported a position in CDW in Q1 2024 and has held it in 9 quarters since.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.