FFA
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Farther Finance Advisors’s CDW CDW Stock Holding History

Farther Finance 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 		$119K Sell
847
-161
-16% -$20.2K ﹤0.01% 2595
2026
Q1 		$122K Sell
1,008
-180
-15% -$22.7K ﹤0.01% 2362
2025
Q4 		$162K Buy
1,188
+277
+30% +$40.8K ﹤0.01% 2051
2025
Q3 		$145K Sell
911
-6
-0.7% -$1.02K ﹤0.01% 1812
2025
Q2 		$164K Buy
917
+29
+3% +$4.93K ﹤0.01% 1489
2025
Q1 		$144K Buy
888
+207
+30% +$37.6K ﹤0.01% 1364
2024
Q4 		$119K Buy
681
+94
+16% +$18.3K ﹤0.01% 1232
2024
Q3 		$133K Sell
587
-976
-62% -$217K 0.01% 1178
2024
Q2 		$343K Buy
1,563
+1,254
+406% +$291K 0.02% 617
2024
Q1 		$78.2K Buy
309
+38
+14% +$9.03K ﹤0.01% 1032
2023
Q4 		$61.6K Buy
271
+137
+102% +$29K ﹤0.01% 971
2023
Q3 		$27K Buy
134
+19
+17% +$3.79K ﹤0.01% 996
2023
Q2 		$21.1K Buy
115
+15
+15% +$2.62K ﹤0.01% 983
2023
Q1 		$19.5K Sell
100
-16
-14% -$3.14K 0.01% 917
2022
Q4 		$20.7K Buy
+116
New +$20.4K 0.01% 726

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

Farther Finance Advisors's CDW Position: Q2 2026 in Review

Farther Finance Advisors reduced its CDW (CDW) stake by 16% in Q2 2026, selling an estimated $20.2K and leaving 847 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Farther Finance Advisors first reported a position in CDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $343K in Q2 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Farther Finance Advisors held 847 shares of CDW worth $119K as of Q2 2026.
  • Farther Finance Advisors sold 161 CDW shares in Q2 2026, an estimated $20.2K.
  • CDW made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2595 holding.
  • Farther Finance Advisors first reported a position in CDW in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's CDW position peaked at $343K in Q2 2024.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.