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Prospera Financial Services’s CDW CDW Stock Holding History

Prospera 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
Q2 		$880K Buy
+6,258
New +$786K 0.01% 822
2025
Q4 		– Sell
-1,459
Closed -$232K – 1371
2025
Q3 		$232K Buy
1,459
+130
+10% +$22.1K ﹤0.01% 1237
2025
Q2 		$237K Buy
+1,329
New +$226K ﹤0.01% 1196
2024
Q4 		– Sell
-981
Closed -$222K – 1147
2024
Q3 		$222K Sell
981
-289
-23% -$64.2K 0.01% 1039
2024
Q2 		$284K Sell
1,270
-56
-4% -$13K 0.01% 941
2024
Q1 		$340K Sell
1,326
-136
-9% -$32.3K 0.01% 853
2023
Q4 		$332K Sell
1,462
-226
-13% -$47.9K 0.01% 802
2023
Q3 		$342K Sell
1,688
-127
-7% -$25.3K 0.01% 754
2023
Q2 		$335K Buy
1,815
+5
+0.3% +$873 0.01% 749
2023
Q1 		$354K Buy
1,810
+31
+2% +$6.09K 0.01% 728
2022
Q4 		$318K Sell
1,779
-56
-3% -$9.84K 0.02% 679
2022
Q3 		$287K Sell
1,835
-38
-2% -$6.51K 0.02% 668
2022
Q2 		$296K Sell
1,873
-686
-27% -$115K 0.02% 638
2022
Q1 		$458K Buy
2,559
+757
+42% +$139K 0.02% 622
2021
Q4 		$369K Buy
1,802
+397
+28% +$75.5K 0.02% 647
2021
Q3 		$256K Sell
1,405
-30
-2% -$5.67K 0.01% 703
2021
Q2 		$250K Sell
1,435
-521
-27% -$89.8K 0.01% 706
2021
Q1 		$324K Sell
1,956
-158
-7% -$23.6K 0.02% 596
2020
Q4 		$279K Buy
2,114
+569
+37% +$74.5K 0.02% 553
2020
Q3 		$185K Buy
+1,545
New +$177K 0.07% 249

Other funds holding CDW

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services's CDW Position: Q2 2026 in Review

Prospera Financial Services opened a new position in CDW (CDW) in Q2 2026: 6,258 shares worth $880K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in CDW as recently as Q3 2025.

Prospera Financial Services first reported a position in CDW in Q3 2020 and has held it in 20 quarters since. 73 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Prospera Financial Services held 6,258 shares of CDW worth $880K as of Q2 2026.
  • CDW was a new Prospera Financial Services position in Q2 2026.
  • CDW made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #822 holding.
  • Prospera Financial Services first reported a position in CDW in Q3 2020 and has held it in 20 quarters since.
  • 73 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.