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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors's CDW Position: Q1 2026 in Review

Lido Advisors reduced its CDW (CDW) stake by 13% in Q1 2026, selling an estimated $95.5K and leaving 4,870 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Lido Advisors first reported a position in CDW in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.69M in Q3 2024. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

Lido Advisors held 4,870 shares of CDW worth $590K as of Q1 2026.
Lido Advisors sold 756 CDW shares in Q1 2026, an estimated $95.5K.
CDW made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1208 holding.
Lido Advisors first reported a position in CDW in Q4 2018 and has held it in 29 quarters since.
Lido Advisors's CDW position peaked at $9.69M in Q3 2024.
750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.