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SS&H Financial Advisors’s CDW CDW Stock Holding History

SS&H 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 		– Sell
-1,404
Closed -$225K – 125
2025
Q1 		$225K Hold
1,404
– – 0.08% 115
2024
Q4 		$245K Hold
1,404
– – 0.09% 116
2024
Q3 		$318K Hold
1,404
– – 0.12% 112
2024
Q2 		$314K Buy
+1,404
New +$326K 0.12% 108

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

SS&H Financial Advisors's CDW Position: Q2 2025 in Review

SS&H Financial Advisors sold out of CDW (CDW) in Q2 2025, closing a stake of 1,404 shares — an estimated $225K sold.

SS&H Financial Advisors first reported a position in CDW in Q2 2024 and held it in 4 quarters. The position peaked at $318K in Q3 2024. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • SS&H Financial Advisors reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
  • SS&H Financial Advisors sold 1,404 CDW shares in Q2 2025, an estimated $225K.
  • SS&H Financial Advisors first reported a position in CDW in Q2 2024 and held it in 4 quarters.
  • SS&H Financial Advisors's CDW position peaked at $318K in Q3 2024.
  • 848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on SS&H Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.