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Optimum Investment Advisors’s CDW CDW Stock Holding History

Optimum 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
2025
Q2 		– Sell
-75
Closed -$12K – 621
2025
Q1 		$12K Hold
75
– – 0.01% 495
2024
Q4 		$13.1K Hold
75
– – 0.01% 479
2024
Q3 		$17K Hold
75
– – 0.01% 471
2024
Q2 		$16.8K Hold
75
– – 0.01% 464
2024
Q1 		$19.2K Hold
75
– – 0.01% 460
2023
Q4 		$17K Hold
75
– – 0.01% 463
2023
Q3 		$15.1K Hold
75
– – 0.01% 503
2023
Q2 		$13.8K Sell
75
-125
-63% -$21.8K 0.01% 517
2023
Q1 		$39K Buy
200
+193
+2,757% +$37.9K 0.02% 402
2022
Q4 		$1.25K Hold
7
– – ﹤0.01% 700
2022
Q3 		$1K Buy
+7
New +$1.2K ﹤0.01% 757
2021
Q2 		– Sell
-300
Closed -$50K – 913
2021
Q1 		$50K Hold
300
– – 0.01% 505
2020
Q4 		$40K Sell
300
-480
-62% -$62.8K 0.01% 515
2020
Q3 		$93K Hold
780
– – 0.03% 342
2020
Q2 		$91K Sell
780
-979
-56% -$106K 0.03% 342
2020
Q1 		$164K Buy
1,759
+29
+2% +$3.55K 0.07% 241
2019
Q4 		$247K Sell
1,730
-250
-13% -$33.1K 0.07% 239
2019
Q3 		$244K Hold
1,980
– – 0.08% 237
2019
Q2 		$220K Sell
1,980
-300
-13% -$31.5K 0.07% 252
2019
Q1 		$220K Buy
2,280
+1,893
+489% +$169K 0.07% 262
2018
Q4 		$31K Hold
387
– – 0.01% 557
2018
Q3 		$34K Hold
387
– – 0.01% 620
2018
Q2 		$31K Buy
387
+57
+17% +$4.41K 0.01% 634
2018
Q1 		$23K Buy
+330
New +$24.1K 0.01% 680

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's CDW Position: Q2 2025 in Review

Optimum Investment Advisors sold out of CDW (CDW) in Q2 2025, closing a stake of 75 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in CDW in Q1 2018 and held it in 24 quarters. The position peaked at $247K in Q4 2019. 849 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Optimum Investment Advisors reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 75 CDW shares in Q2 2025, an estimated $12K.
  • Optimum Investment Advisors first reported a position in CDW in Q1 2018 and held it in 24 quarters.
  • Optimum Investment Advisors's CDW position peaked at $247K in Q4 2019.
  • 849 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.