FFA
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Florida Financial Advisors’s CDW CDW Stock Holding History

Florida Financial 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
Q1 		$245K Sell
2,021
-636
-24% -$80.4K 0.06% 283
2025
Q4 		$362K Buy
+2,657
New +$392K 0.1% 187
2025
Q3 		– Sell
-1,398
Closed -$250K – 269
2025
Q2 		$250K Buy
1,398
+57
+4% +$9.68K 0.08% 226
2025
Q1 		$215K Sell
1,341
-1,683
-56% -$306K 0.08% 232
2024
Q4 		$526K Buy
3,024
+557
+23% +$108K 0.24% 87
2024
Q3 		$558K Buy
2,467
+315
+15% +$69.9K 0.29% 68
2024
Q2 		$482K Buy
2,152
+574
+36% +$133K 0.29% 68
2024
Q1 		$404K Buy
1,578
+477
+43% +$113K 0.3% 61
2023
Q4 		$250K Buy
+1,101
New +$233K 0.23% 92

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Florida Financial Advisors's CDW Position: Q1 2026 in Review

Florida Financial Advisors reduced its CDW (CDW) stake by 24% in Q1 2026, selling an estimated $80.4K and leaving 2,021 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #283.

Florida Financial Advisors first reported a position in CDW in Q4 2023 and has held it in 9 quarters since. The position peaked at $558K in Q3 2024. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Florida Financial Advisors held 2,021 shares of CDW worth $245K as of Q1 2026.
  • Florida Financial Advisors sold 636 CDW shares in Q1 2026, an estimated $80.4K.
  • CDW made up 0.06% of Florida Financial Advisors's portfolio in Q1 2026, its #283 holding.
  • Florida Financial Advisors first reported a position in CDW in Q4 2023 and has held it in 9 quarters since.
  • Florida Financial Advisors's CDW position peaked at $558K in Q3 2024.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.