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Sowell Financial Services’s CDW CDW Stock Holding History

Sowell 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 		$513K Buy
+3,651
New +$458K 0.02% 639
2023
Q2 		– Sell
-3,022
Closed -$589K – 596
2023
Q1 		$589K Buy
+3,022
New +$594K 0.05% 405
2021
Q2 		– Sell
-10,302
Closed -$1.78M – 882
2021
Q1 		$1.78M Buy
10,302
+646
+7% +$96.4K 0.06% 272
2020
Q4 		$1.27M Buy
9,656
+1,694
+21% +$222K 0.05% 275
2020
Q3 		$952K Sell
7,962
-196
-2% -$22.4K 0.05% 307
2020
Q2 		$948K Sell
8,158
-3,188
-28% -$345K 0.05% 286
2020
Q1 		$1.06M Buy
11,346
+5,238
+86% +$641K 0.08% 240
2019
Q4 		$873K Buy
6,108
+5,403
+766% +$715K 0.07% 298
2019
Q3 		$87K Buy
+705
New +$80.8K 0.01% 869
2018
Q4 		– Sell
-7,848
Closed -$698K – 472
2018
Q3 		$698K Hold
7,848
– – 0.1% 151
2018
Q2 		$665K Buy
7,848
+53
+0.7% +$4.1K 0.14% 139
2018
Q1 		$593K Buy
7,795
+38
+0.5% +$2.77K 0.15% 137
2017
Q4 		$572K Sell
7,757
-3
-0% -$206 0.14% 143
2017
Q3 		$535K Sell
7,760
-177
-2% -$11.1K 0.14% 138
2017
Q2 		$507K Buy
7,937
+74
+0.9% +$4.43K 0.14% 133
2017
Q1 		$460K Buy
7,863
+7,748
+6,737% +$436K 0.14% 147
2016
Q4 		$7K Buy
+115
New +$5.61K ﹤0.01% 510

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 $3.37T AUM 44.26% 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

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

Sowell Financial Services opened a new position in CDW (CDW) in Q2 2026: 3,651 shares worth $513K. The stake represents 0.02% of the portfolio and ranks #639 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in CDW as recently as Q1 2023.

Sowell Financial Services first reported a position in CDW in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.78M in Q1 2021. 755 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Sowell Financial Services held 3,651 shares of CDW worth $513K as of Q2 2026.
  • CDW was a new Sowell Financial Services position in Q2 2026.
  • CDW made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #639 holding.
  • Sowell Financial Services first reported a position in CDW in Q4 2016 and has held it in 17 quarters since.
  • Sowell Financial Services's CDW position peaked at $1.78M in Q1 2021.
  • 755 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.