MYIA
CDW icon

Mount Yale Investment Advisors’s CDW CDW Stock Holding History

Mount Yale Investment 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
Q1 		$451K Buy
+3,724
New +$471K 0.01% 748
2025
Q3 		– Sell
-2,243
Closed -$401K – 819
2025
Q2 		$401K Buy
2,243
+77
+4% +$13.1K 0.03% 386
2025
Q1 		$347K Sell
2,166
-67
-3% -$12.2K 0.03% 399
2024
Q4 		$389K Sell
2,233
-41
-2% -$7.96K 0.03% 384
2024
Q3 		$515K Sell
2,274
-128
-5% -$28.4K 0.05% 340
2024
Q2 		$538K Sell
2,402
-97
-4% -$22.5K 0.04% 329
2024
Q1 		$639K Sell
2,499
-744
-23% -$177K 0.05% 305
2023
Q4 		$737K Sell
3,243
-752
-19% -$159K 0.07% 255
2023
Q3 		$806K Sell
3,995
-6,774
-63% -$1.35M 0.09% 222
2023
Q2 		$1.98M Buy
10,769
+5,499
+104% +$961K 0.21% 109
2023
Q1 		$1.03M Buy
5,270
+200
+4% +$39.3K 0.12% 176
2022
Q4 		$905K Buy
5,070
+88
+2% +$15.5K 0.1% 203
2022
Q3 		$778K Buy
4,982
+136
+3% +$23.3K 0.1% 204
2022
Q2 		$764K Sell
4,846
-44
-0.9% -$7.4K 0.1% 210
2022
Q1 		$875K Sell
4,890
-116
-2% -$21.2K 0.1% 215
2021
Q4 		$1.02M Sell
5,006
-19
-0.4% -$3.61K 0.11% 196
2021
Q3 		$915K Sell
5,025
-307
-6% -$58K 0.11% 206
2021
Q2 		$931K Sell
5,332
-84
-2% -$14.5K 0.11% 187
2021
Q1 		$898K Sell
5,416
-1,161
-18% -$173K 0.12% 183
2020
Q4 		$867K Buy
6,577
+92
+1% +$12K 0.12% 185
2020
Q3 		$775K Buy
6,485
+1,239
+24% +$142K 0.11% 182
2020
Q2 		$609K Buy
5,246
+539
+11% +$58.4K 0.11% 200
2020
Q1 		$439K Buy
4,707
+680
+17% +$83.3K 0.1% 195
2019
Q4 		$525K Buy
4,027
+16
+0.4% +$2.12K 0.09% 188
2019
Q3 		$537K Buy
+4,011
New +$460K 0.1% 181
2018
Q4 		– Sell
-425
Closed -$38K – 392
2018
Q3 		$38K Sell
425
-30
-7% -$2.59K 0.01% 656
2018
Q2 		$37K Sell
455
-28
-6% -$2.17K 0.01% 686
2018
Q1 		$34K Buy
+483
New +$35.3K 0.01% 688

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's CDW Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in CDW (CDW) in Q1 2026: 3,724 shares worth $451K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CDW as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CDW in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.98M in Q2 2023. 754 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Mount Yale Investment Advisors held 3,724 shares of CDW worth $451K as of Q1 2026.
  • CDW was a new Mount Yale Investment Advisors position in Q1 2026.
  • CDW made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #748 holding.
  • Mount Yale Investment Advisors first reported a position in CDW in Q1 2018 and has held it in 28 quarters since.
  • Mount Yale Investment Advisors's CDW position peaked at $1.98M in Q2 2023.
  • 754 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.