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Resonant Capital Advisors’s CDW CDW Stock Holding History

Resonant Capital 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
Q2 		$283K Sell
2,012
-2,376
-54% -$298K 0.01% 426
2026
Q1 		$531K Sell
4,388
-1,111
-20% -$140K 0.03% 259
2025
Q4 		$749K Buy
5,499
+676
+14% +$99.7K 0.04% 196
2025
Q3 		$768K Sell
4,823
-192
-4% -$32.6K 0.04% 193
2025
Q2 		$896K Buy
5,015
+699
+16% +$119K 0.06% 170
2025
Q1 		$692K Buy
4,316
+93
+2% +$16.9K 0.05% 177
2024
Q4 		$735K Buy
4,223
+69
+2% +$13.4K 0.05% 171
2024
Q3 		$940K Sell
4,154
-106
-2% -$23.5K 0.07% 163
2024
Q2 		$954K Buy
4,260
+293
+7% +$68K 0.08% 146
2024
Q1 		$1.01M Sell
3,967
-134
-3% -$31.8K 0.09% 140
2023
Q4 		$932K Sell
4,101
-429
-9% -$90.9K 0.09% 136
2023
Q3 		$914K Buy
4,530
+101
+2% +$20.1K 0.1% 129
2023
Q2 		$813K Buy
4,429
+3
+0.1% +$524 0.09% 130
2023
Q1 		$863K Buy
4,426
+21
+0.5% +$4.12K 0.1% 123
2022
Q4 		$787K Sell
4,405
-89
-2% -$15.6K 0.1% 132
2022
Q3 		$701K Buy
4,494
+11
+0.2% +$1.89K 0.11% 122
2022
Q2 		$706K Buy
4,483
+183
+4% +$30.8K 0.11% 121
2022
Q1 		$765K Buy
4,300
+168
+4% +$30.7K 0.11% 108
2021
Q4 		$846K Buy
4,132
+293
+8% +$55.7K 0.13% 95
2021
Q3 		$699K Buy
3,839
+590
+18% +$111K 0.12% 100
2021
Q2 		$567K Hold
3,249
– – 0.11% 104
2021
Q1 		$539K Sell
3,249
-89
-3% -$13.3K 0.11% 98
2020
Q4 		$440K Buy
3,338
+98
+3% +$12.8K 0.1% 112
2020
Q3 		$387K Sell
3,240
-1,454
-31% -$166K 0.11% 106
2020
Q2 		$545K Sell
4,694
-2,380
-34% -$258K 0.16% 102
2020
Q1 		$660K Buy
7,074
+166
+2% +$20.3K 0.24% 110
2019
Q4 		$987K Buy
+6,908
New +$914K 0.31% 97

Other funds holding CDW

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Resonant Capital Advisors's CDW Position: Q2 2026 in Review

Resonant Capital Advisors reduced its CDW (CDW) stake by 54% in Q2 2026, selling an estimated $298K and leaving 2,012 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #426.

Resonant Capital Advisors first reported a position in CDW in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q1 2024. 268 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Resonant Capital Advisors held 2,012 shares of CDW worth $283K as of Q2 2026.
  • Resonant Capital Advisors sold 2,376 CDW shares in Q2 2026, an estimated $298K.
  • CDW made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #426 holding.
  • Resonant Capital Advisors first reported a position in CDW in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's CDW position peaked at $1.01M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.