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NEOS Investment Management’s CDW CDW Stock Holding History

NEOS Investment Management’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 		$2.98M Buy
21,215
+2,501
+13% +$314K 0.01% 462
2026
Q1 		$2.26M Buy
18,714
+3,113
+20% +$393K 0.01% 475
2025
Q4 		$2.12M Sell
15,601
-35,995
-70% -$5.31M 0.01% 471
2025
Q3 		$8.22M Buy
51,596
+21,958
+74% +$3.73M 0.06% 227
2025
Q2 		$5.29M Buy
29,638
+9,813
+49% +$1.67M 0.07% 237
2025
Q1 		$3.18M Buy
19,825
+5,074
+34% +$922K 0.06% 262
2024
Q4 		$2.57M Buy
14,751
+2,499
+20% +$485K 0.06% 262
2024
Q3 		$2.77M Buy
12,252
+1,930
+19% +$428K 0.08% 216
2024
Q2 		$2.31M Buy
10,322
+3,018
+41% +$700K 0.1% 192
2024
Q1 		$1.87M Buy
7,304
+981
+16% +$233K 0.12% 167
2023
Q4 		$1.44M Buy
6,323
+4,836
+325% +$1.02M 0.14% 146
2023
Q3 		$300K Buy
+1,487
New +$296K 0.04% 279

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 $3.37T AUM 44.26% 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

NEOS Investment Management's CDW Position: Q2 2026 in Review

NEOS Investment Management increased its CDW (CDW) stake by 13% in Q2 2026, buying an estimated $314K and bringing the position to 21,215 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #462.

NEOS Investment Management first reported a position in CDW in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.22M in Q3 2025. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • NEOS Investment Management held 21,215 shares of CDW worth $2.98M as of Q2 2026.
  • NEOS Investment Management bought 2,501 CDW shares in Q2 2026, an estimated $314K.
  • CDW made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #462 holding.
  • NEOS Investment Management first reported a position in CDW in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's CDW position peaked at $8.22M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.