Lido Advisors
CDW icon

Lido Advisors’s CDW CDW Stock Holding History

Lido 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
2023
Q2 		– Sell
-600
Closed -$117K – 1234
2023
Q1 		$117K Hold
600
– – ﹤0.01% 1072
2022
Q4 		$107K Buy
+600
New +$105K ﹤0.01% 961

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 $3.38T AUM 44.17% 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

Lido Advisors's CDW Position: Q2 2026 in Review

Lido Advisors increased its CDW (CDW) stake by 3.9% in Q2 2026, buying an estimated $24K and bringing the position to 5,061 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Lido Advisors first reported a position in CDW in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.69M in Q3 2024. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Lido Advisors held 5,061 shares of CDW worth $712K as of Q2 2026.
  • Lido Advisors bought 191 CDW shares in Q2 2026, an estimated $24K.
  • CDW made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1277 holding.
  • Lido Advisors first reported a position in CDW in Q4 2018 and has held it in 30 quarters since.
  • Lido Advisors's CDW position peaked at $9.69M in Q3 2024.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.