Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.4K Buy
95
+81
+579% +$10.2K ﹤0.01% 718
2026
Q1
$1.7K Buy
+14
New +$1.77K ﹤0.01% 936
2025
Q4
Sell
-18
Closed -$2.87K 966
2025
Q3
$2.87K Buy
+18
New +$3.06K ﹤0.01% 582

Other funds holding CDW

Elevation Wealth Partners's CDW Position: Q2 2026 in Review

Elevation Wealth Partners increased its CDW (CDW) stake by 579% in Q2 2026, buying an estimated $10.2K and bringing the position to 95 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Elevation Wealth Partners first reported a position in CDW in Q3 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Elevation Wealth Partners held 95 shares of CDW worth $13.4K as of Q2 2026.
  • Elevation Wealth Partners bought 81 CDW shares in Q2 2026, an estimated $10.2K.
  • CDW made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #718 holding.
  • Elevation Wealth Partners first reported a position in CDW in Q3 2025 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.