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Larson Financial Group’s CDW CDW Stock Holding History

Larson Financial Group’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 		$66.7K Sell
474
-8
-2% -$1K ﹤0.01% 1389
2026
Q1 		$58.4K Buy
482
+266
+123% +$33.6K ﹤0.01% 1272
2025
Q4 		$29.5K Sell
216
-109
-34% -$16.1K ﹤0.01% 1494
2025
Q3 		$51.8K Sell
325
-1
-0.3% -$170 ﹤0.01% 1146
2025
Q2 		$58.2K Sell
326
-239
-42% -$40.6K ﹤0.01% 1020
2025
Q1 		$90.5K Buy
+565
New +$103K ﹤0.01% 822
2024
Q4 		– Sell
-148
Closed -$33.5K – 2794
2024
Q3 		$33.5K Sell
148
-3
-2% -$666 ﹤0.01% 1030
2024
Q2 		$33.8K Buy
151
+10
+7% +$2.32K ﹤0.01% 902
2024
Q1 		$36.1K Buy
141
+8
+6% +$1.9K ﹤0.01% 768
2023
Q4 		$30.2K Buy
+133
New +$28.2K ﹤0.01% 752

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

Larson Financial Group's CDW Position: Q2 2026 in Review

Larson Financial Group reduced its CDW (CDW) stake by 1.7% in Q2 2026, selling an estimated $1K and leaving 474 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Larson Financial Group first reported a position in CDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $90.5K in Q1 2025. 755 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Larson Financial Group held 474 shares of CDW worth $66.7K as of Q2 2026.
  • Larson Financial Group sold 8 CDW shares in Q2 2026, an estimated $1K.
  • CDW made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1389 holding.
  • Larson Financial Group first reported a position in CDW in Q4 2023 and has held it in 10 quarters since.
  • Larson Financial Group's CDW position peaked at $90.5K in Q1 2025.
  • 755 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.