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Sequoia Financial Advisors’s CDW CDW Stock Holding History

Sequoia 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
2026
Q2 		$498K Buy
3,543
+889
+33% +$112K ﹤0.01% 1346
2026
Q1 		$321K Sell
2,654
-17,881
-87% -$2.26M ﹤0.01% 1534
2025
Q4 		$2.8M Sell
20,535
-2,363
-10% -$348K 0.02% 474
2025
Q3 		$3.65M Buy
22,898
+1,625
+8% +$276K 0.02% 369
2025
Q2 		$3.8M Buy
21,273
+1,278
+6% +$217K 0.03% 332
2025
Q1 		$3.2M Buy
19,995
+1,604
+9% +$291K 0.02% 343
2024
Q4 		$3.2M Sell
18,391
-781
-4% -$152K 0.03% 322
2024
Q3 		$4.34M Sell
19,172
-2,784
-13% -$618K 0.05% 230
2024
Q2 		$4.91M Buy
21,956
+1,100
+5% +$255K 0.06% 194
2024
Q1 		$5.33M Sell
20,856
-7,554
-27% -$1.79M 0.07% 193
2023
Q4 		$6.46M Buy
28,410
+25,268
+804% +$5.35M 0.08% 190
2023
Q3 		$634K Buy
3,142
+119
+4% +$23.7K 0.01% 441
2023
Q2 		$555K Buy
3,023
+1,443
+91% +$252K 0.01% 497
2023
Q1 		$308K Buy
1,580
+142
+10% +$27.9K 0.01% 618
2022
Q4 		$257K Buy
+1,438
New +$253K 0.01% 639

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's CDW Position: Q2 2026 in Review

Sequoia Financial Advisors increased its CDW (CDW) stake by 33% in Q2 2026, buying an estimated $112K and bringing the position to 3,543 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Sequoia Financial Advisors first reported a position in CDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.46M in Q4 2023. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Sequoia Financial Advisors held 3,543 shares of CDW worth $498K as of Q2 2026.
  • Sequoia Financial Advisors bought 889 CDW shares in Q2 2026, an estimated $112K.
  • CDW made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1346 holding.
  • Sequoia Financial Advisors first reported a position in CDW in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's CDW position peaked at $6.46M in Q4 2023.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.