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Semmax Financial Advisors’s CDW CDW Stock Holding History

Semmax Financial 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 		$13.2K Sell
81
-320
-80% -$54.4K ﹤0.01% 246
2025
Q1 		$71.7K Sell
401
-627
-61% -$114K 0.02% 153
2024
Q4 		$193K Sell
1,028
-113
-10% -$22K 0.05% 124
2024
Q3 		$219K Buy
1,141
+3
+0.3% +$666 0.06% 115
2024
Q2 		$246K Sell
1,138
-406
-26% -$94.2K 0.07% 117
2024
Q1 		$343K Sell
1,544
-288
-16% -$68.4K 0.11% 105
2023
Q4 		$435K Sell
1,832
-777
-30% -$165K 0.16% 95
2023
Q3 		$553K Buy
+2,609
New +$520K 0.22% 76
2022
Q4 		$978K Sell
4,948
-39
-0.8% -$6.86K 0.39% 58
2022
Q3 		$859K Sell
4,987
-43
-0.9% -$7.37K 0.36% 59
2022
Q2 		$885K Sell
5,030
-545
-10% -$91.6K 0.36% 66
2022
Q1 		$997K Sell
5,575
-276
-5% -$50.5K 0.39% 72
2021
Q4 		$1.2M Sell
5,851
-37
-0.6% -$7.04K 0.44% 69
2021
Q3 		$1.07M Buy
+5,888
New +$1.11M 0.37% 77
2019
Q3 		– Sell
-22
Closed -$2K – 281
2019
Q2 		$2K Sell
22
-256
-92% -$26.9K ﹤0.01% 279
2019
Q1 		$27K Sell
278
-142
-34% -$12.7K 0.02% 236
2018
Q4 		$34K Buy
+420
New +$36.2K 0.03% 221

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 $298B AUM 21.96% 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

Semmax Financial Advisors's CDW Position: Q2 2025 in Review

Semmax Financial Advisors reduced its CDW (CDW) stake by 80% in Q2 2025, selling an estimated $54.4K and leaving 81 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Semmax Financial Advisors first reported a position in CDW in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.2M in Q4 2021. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Semmax Financial Advisors held 81 shares of CDW worth $13.2K as of Q2 2025.
  • Semmax Financial Advisors sold 320 CDW shares in Q2 2025, an estimated $54.4K.
  • CDW made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #246 holding.
  • Semmax Financial Advisors first reported a position in CDW in Q4 2018 and has held it in 17 quarters since.
  • Semmax Financial Advisors's CDW position peaked at $1.2M in Q4 2021.
  • 848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.