MFG
CDW icon

Merit Financial Group’s CDW CDW Stock Holding History

Merit 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 		$611K Sell
4,343
-6
-0.1% -$753 ﹤0.01% 1376
2026
Q1 		$526K Buy
4,349
+1,755
+68% +$222K ﹤0.01% 1349
2025
Q4 		$353K Sell
2,594
-956
-27% -$141K ﹤0.01% 1466
2025
Q3 		$565K Sell
3,550
-871
-20% -$148K 0.01% 1109
2025
Q2 		$789K Buy
4,421
+791
+22% +$134K 0.01% 897
2025
Q1 		$582K Sell
3,630
-463
-11% -$84.1K 0.01% 869
2024
Q4 		$712K Buy
4,093
+1,075
+36% +$209K 0.01% 604
2024
Q3 		$683K Sell
3,018
-695
-19% -$154K 0.02% 496
2024
Q2 		$831K Sell
3,713
-33
-0.9% -$7.65K 0.02% 462
2024
Q1 		$822K Buy
3,746
+161
+4% +$38.2K 0.02% 453
2023
Q4 		$815K Sell
3,585
-41
-1% -$8.69K 0.02% 362
2023
Q3 		$732K Buy
3,626
+17
+0.5% +$3.39K 0.02% 377
2023
Q2 		$662K Buy
3,609
+143
+4% +$25K 0.02% 408
2023
Q1 		$675K Buy
3,466
+4
+0.1% +$786 0.02% 343
2022
Q4 		$618K Buy
3,462
+150
+5% +$26.4K 0.02% 382
2022
Q3 		$517K Buy
3,312
+78
+2% +$13.4K 0.02% 350
2022
Q2 		$510K Sell
3,234
-35
-1% -$5.88K 0.02% 355
2022
Q1 		$585K Sell
3,269
-924
-22% -$169K 0.04% 217
2021
Q4 		$859K Buy
4,193
+12
+0.3% +$2.28K 0.08% 112
2021
Q3 		$761K Buy
4,181
+49
+1% +$9.26K 0.08% 123
2021
Q2 		$722K Buy
4,132
+63
+2% +$10.9K 0.07% 126
2021
Q1 		$674K Sell
4,069
-173
-4% -$25.8K 0.07% 128
2020
Q4 		$559K Hold
4,242
– – 0.05% 128
2020
Q3 		$507K Buy
4,242
+116
+3% +$13.3K 0.05% 135
2020
Q2 		$479K Buy
4,126
+1
+0% +$108 0.05% 131
2020
Q1 		$385K Buy
4,125
+89
+2% +$10.9K 0.04% 145
2019
Q4 		$577K Sell
4,036
-623
-13% -$82.4K 0.05% 125
2019
Q3 		$574K Buy
4,659
+172
+4% +$19.7K 0.06% 78
2019
Q2 		$498K Sell
4,487
-147
-3% -$15.4K 0.06% 64
2019
Q1 		$446K Buy
4,634
+412
+10% +$36.8K 0.05% 67
2018
Q4 		$342K Buy
4,222
+73
+2% +$6.29K 0.05% 72
2018
Q3 		$368K Buy
4,149
+64
+2% +$5.54K 0.06% 76
2018
Q2 		$330K Buy
4,085
+242
+6% +$18.7K 0.06% 84
2018
Q1 		$270K Buy
+3,843
New +$280K 0.05% 91

Other funds holding CDW

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KC
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Merit Financial Group reduced its CDW (CDW) stake by 0.14% in Q2 2026, selling an estimated $753 and leaving 4,343 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Merit Financial Group first reported a position in CDW in Q1 2018 and has held it in 34 quarters since. The position peaked at $859K in Q4 2021. 109 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Merit Financial Group held 4,343 shares of CDW worth $611K as of Q2 2026.
  • Merit Financial Group sold 6 CDW shares in Q2 2026, an estimated $753.
  • CDW made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1376 holding.
  • Merit Financial Group first reported a position in CDW in Q1 2018 and has held it in 34 quarters since.
  • Merit Financial Group's CDW position peaked at $859K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.