Jackson Grant Investment Advisers’s CDW CDW Stock Holding History

Jackson Grant Investment Advisers’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	$7.45K	Hold	53	–	–	﹤0.01%	335
2026 Q1	$6.41K	Sell	53 -66	-55%	-$8.34K	﹤0.01%	332
2025 Q4	$16.2K	Hold	119	–	–	0.01%	269
2025 Q3	$19K	Hold	119	–	–	0.01%	258
2025 Q2	$21.3K	Hold	119	–	–	0.01%	226
2025 Q1	$19.1K	Hold	119	–	–	0.01%	226
2024 Q4	$20.7K	Hold	119	–	–	0.01%	225
2024 Q3	$26.9K	Hold	119	–	–	0.01%	214
2024 Q2	$26.6K	Hold	119	–	–	0.01%	211
2024 Q1	$30.4K	Hold	119	–	–	0.01%	203
2023 Q4	$27.1K	Hold	119	–	–	0.01%	207
2023 Q3	$24K	Hold	119	–	–	0.01%	213
2023 Q2	$21.8K	Hold	119	–	–	0.01%	222
2023 Q1	$23.2K	Hold	119	–	–	0.01%	248
2022 Q4	$21.3K	Hold	119	–	–	0.01%	248
2022 Q3	$19K	Hold	119	–	–	0.01%	259
2022 Q2	$19K	Hold	119	–	–	0.01%	265
2022 Q1	$21K	Hold	119	–	–	0.01%	275
2021 Q4	$24K	Hold	119	–	–	0.01%	223
2021 Q3	$22K	Hold	119	–	–	0.01%	275
2021 Q2	$21K	Buy	119 +13	+12%	+$2.24K	0.01%	289
2021 Q1	$18K	Buy	+106	New	+$15.8K	0.01%	298

Other funds holding CDW

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Jackson Grant Investment Advisers's CDW Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its CDW (CDW) position steady in Q2 2026 at 53 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Jackson Grant Investment Advisers first reported a position in CDW in Q1 2021 and has held it in 22 quarters since. The position peaked at $30.4K in Q1 2024. 262 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Jackson Grant Investment Advisers held 53 shares of CDW worth $7.45K as of Q2 2026.
Jackson Grant Investment Advisers left its CDW share count unchanged in Q2 2026.
CDW made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #335 holding.
Jackson Grant Investment Advisers first reported a position in CDW in Q1 2021 and has held it in 22 quarters since.
Jackson Grant Investment Advisers's CDW position peaked at $30.4K in Q1 2024.
262 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.