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Mirabella Financial Services’s CDW CDW Stock Holding History

Mirabella Financial Services’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
Q1 		– Sell
-3,106
Closed -$423K – 946
2025
Q4 		$423K Sell
3,106
-7,615
-71% -$1.12M 0.04% 331
2025
Q3 		$1.7M Buy
10,721
+6,671
+165% +$1.13M 0.15% 138
2025
Q2 		$726K Sell
4,050
-25,970
-87% -$4.41M 0.07% 163
2025
Q1 		$4.82M Buy
30,020
+23,331
+349% +$4.24M 0.1% 137
2024
Q4 		$1.16M Buy
+6,689
New +$1.3M 0.11% 153

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State Street
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Harris Associates
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Boston Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirabella Financial Services's CDW Position: Q1 2026 in Review

Mirabella Financial Services sold out of CDW (CDW) in Q1 2026, closing a stake of 3,106 shares — an estimated $423K sold.

Mirabella Financial Services first reported a position in CDW in Q4 2024 and held it in 5 quarters. The position peaked at $4.82M in Q1 2025. 755 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Mirabella Financial Services reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 3,106 CDW shares in Q1 2026, an estimated $423K.
  • Mirabella Financial Services first reported a position in CDW in Q4 2024 and held it in 5 quarters.
  • Mirabella Financial Services's CDW position peaked at $4.82M in Q1 2025.
  • 755 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.