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Elevated Capital Advisors’s CDW CDW Stock Holding History

Elevated Capital 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 		$12.4K Sell
88
-8
-8% -$1K ﹤0.01% 462
2026
Q1 		$11.6K Sell
96
-54
-36% -$6.82K ﹤0.01% 448
2025
Q4 		$20.4K Buy
+150
New +$22.1K ﹤0.01% 397

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

Elevated Capital Advisors's CDW Position: Q2 2026 in Review

Elevated Capital Advisors reduced its CDW (CDW) stake by 8.3% in Q2 2026, selling an estimated $1K and leaving 88 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Elevated Capital Advisors first reported a position in CDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.4K in Q4 2025. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Elevated Capital Advisors held 88 shares of CDW worth $12.4K as of Q2 2026.
  • Elevated Capital Advisors sold 8 CDW shares in Q2 2026, an estimated $1K.
  • CDW made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #462 holding.
  • Elevated Capital Advisors first reported a position in CDW in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's CDW position peaked at $20.4K in Q4 2025.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.