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Principal Securities’s CDW CDW Stock Holding History

Principal Securities’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 		$487K Buy
+3,462
New +$435K 0.01% 1086
2025
Q4 		– Sell
-898
Closed -$143K – 1684
2025
Q3 		$143K Buy
898
+30
+3% +$5.1K ﹤0.01% 1433
2025
Q2 		$155K Buy
868
+88
+11% +$14.9K ﹤0.01% 1347
2025
Q1 		$136K Hold
780
– – ﹤0.01% 1292
2024
Q4 		$136K Sell
780
-1,183
-60% -$230K ﹤0.01% 1288
2024
Q3 		$444K Buy
1,963
+103
+6% +$22.9K 0.01% 801
2024
Q2 		$416K Buy
1,860
+93
+5% +$21.6K 0.01% 768
2024
Q1 		$452K Buy
1,767
+43
+2% +$10.2K 0.01% 706
2023
Q4 		$392K Buy
+1,724
New +$365K 0.01% 700

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

Principal Securities's CDW Position: Q2 2026 in Review

Principal Securities opened a new position in CDW (CDW) in Q2 2026: 3,462 shares worth $487K. The stake represents 0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: Principal Securities previously reported a position in CDW as recently as Q3 2025.

Principal Securities first reported a position in CDW in Q4 2023 and has held it in 9 quarters since. 756 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Principal Securities held 3,462 shares of CDW worth $487K as of Q2 2026.
  • CDW was a new Principal Securities position in Q2 2026.
  • CDW made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1086 holding.
  • Principal Securities first reported a position in CDW in Q4 2023 and has held it in 9 quarters since.
  • 756 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.