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Root Financial Partners’s CDW CDW Stock Holding History

Root Financial Partners’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 		– Sell
-263
Closed -$31.8K – 893
2026
Q1 		$31.8K Buy
263
+93
+55% +$11.8K ﹤0.01% 1086
2025
Q4 		$23.2K Buy
170
+7
+4% +$1.03K ﹤0.01% 1105
2025
Q3 		$26K Buy
+163
New +$27.7K ﹤0.01% 986

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's CDW Position: Q2 2026 in Review

Root Financial Partners sold out of CDW (CDW) in Q2 2026, closing a stake of 263 shares — an estimated $31.8K sold.

Root Financial Partners first reported a position in CDW in Q3 2025 and held it in 3 quarters. The position peaked at $31.8K in Q1 2026. 232 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Root Financial Partners reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 263 CDW shares in Q2 2026, an estimated $31.8K.
  • Root Financial Partners first reported a position in CDW in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CDW position peaked at $31.8K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.