LFA
CDW icon

Legacy Financial Advisors’s CDW CDW Stock Holding History

Legacy 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
Q2 		$606K Buy
4,308
+1
+0% +$126 0.07% 215
2026
Q1 		$521K Buy
4,307
+1,107
+35% +$140K 0.07% 235
2025
Q4 		$436K Buy
+3,200
New +$472K 0.06% 243
2019
Q2 		– Sell
-717
Closed -$69K – 250
2019
Q1 		$69K Hold
717
– – 0.02% 225
2018
Q4 		$58K Hold
717
– – 0.02% 215
2018
Q3 		$63K Sell
717
-145
-17% -$12.5K 0.02% 220
2018
Q2 		$74K Hold
862
– – 0.03% 201
2018
Q1 		$60K Hold
862
– – 0.02% 221
2017
Q4 		$59K Buy
+862
New +$59.3K 0.02% 219

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

Legacy Financial Advisors's CDW Position: Q2 2026 in Review

Legacy Financial Advisors increased its CDW (CDW) stake by 0.02% in Q2 2026, buying an estimated $126 and bringing the position to 4,308 shares worth $606K. The position accounts for 0.07% of the portfolio, ranked #215.

Legacy Financial Advisors first reported a position in CDW in Q4 2017 and has held it in 9 quarters since. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Legacy Financial Advisors held 4,308 shares of CDW worth $606K as of Q2 2026.
  • Legacy Financial Advisors bought 1 CDW share in Q2 2026, an estimated $126.
  • CDW made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #215 holding.
  • Legacy Financial Advisors first reported a position in CDW in Q4 2017 and has held it in 9 quarters since.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.