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Insigneo Advisory Services’s CDW CDW Stock Holding History

Insigneo Advisory Services’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 		$329K Sell
2,718
-897
-25% -$113K 0.02% 477
2025
Q4 		$492K Buy
3,615
+289
+9% +$42.6K 0.04% 372
2025
Q3 		$530K Sell
3,326
-165
-5% -$28K 0.04% 352
2025
Q2 		$623K Sell
3,491
-16
-0.5% -$2.72K 0.05% 282
2025
Q1 		$562K Buy
3,507
+1,316
+60% +$239K 0.06% 273
2024
Q4 		$381K Sell
2,191
-110
-5% -$21.4K 0.04% 355
2024
Q3 		$521K Sell
2,301
-34
-1% -$7.55K 0.05% 309
2024
Q2 		$483K Sell
2,335
-273
-10% -$63.3K 0.05% 304
2024
Q1 		$667K Buy
2,608
+23
+0.9% +$5.46K 0.08% 207
2023
Q4 		$588K Buy
2,585
+4
+0.2% +$848 0.08% 213
2023
Q3 		$521K Hold
2,581
– – 0.11% 182
2023
Q2 		$474K Sell
2,581
-24
-0.9% -$4.19K 0.09% 209
2023
Q1 		$508K Buy
2,605
+11
+0.4% +$2.16K 0.16% 133
2022
Q4 		$463K Buy
+2,594
New +$456K 0.18% 130

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

Insigneo Advisory Services's CDW Position: Q1 2026 in Review

Insigneo Advisory Services reduced its CDW (CDW) stake by 25% in Q1 2026, selling an estimated $113K and leaving 2,718 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #477.

Insigneo Advisory Services first reported a position in CDW in Q4 2022 and has held it in 14 quarters since. The position peaked at $667K in Q1 2024. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Insigneo Advisory Services held 2,718 shares of CDW worth $329K as of Q1 2026.
  • Insigneo Advisory Services sold 897 CDW shares in Q1 2026, an estimated $113K.
  • CDW made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #477 holding.
  • Insigneo Advisory Services first reported a position in CDW in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's CDW position peaked at $667K in Q1 2024.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.