Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$406K Sell
3,353
-4,340
-56% -$548K ﹤0.01% 1153
2025
Q4
$1.05M Sell
7,693
-201
-3% -$29.6K 0.01% 752
2025
Q3
$1.26M Buy
7,894
+6,307
+397% +$1.07M 0.01% 670
2025
Q2
$283K Sell
1,587
-112
-7% -$19K ﹤0.01% 1160
2025
Q1
$272K Sell
1,699
-1,731
-50% -$315K ﹤0.01% 1133
2024
Q4
$597K Sell
3,430
-4,023
-54% -$782K 0.01% 863
2024
Q3
$1.69M Sell
7,453
-4,773
-39% -$1.06M 0.02% 509
2024
Q2
$2.74M Buy
12,226
+2,535
+26% +$588K 0.04% 368
2024
Q1
$2.48M Sell
9,691
-1,818
-16% -$432K 0.04% 392
2023
Q4
$2.62M Sell
11,509
-1,816
-14% -$385K 0.05% 347
2023
Q3
$2.69M Buy
13,325
+286
+2% +$57K 0.06% 312
2023
Q2
$2.39M Buy
13,039
+701
+6% +$122K 0.05% 314
2023
Q1
$2.4M Sell
12,338
-1,262
-9% -$248K 0.06% 269
2022
Q4
$2.43M Sell
13,600
-176
-1% -$30.9K 0.06% 301
2022
Q3
$2.15M Sell
13,776
-53
-0.4% -$9.09K 0.06% 302
2022
Q2
$2.18M Sell
13,829
-794
-5% -$133K 0.05% 306
2022
Q1
$2.62M Sell
14,623
-2,039
-12% -$373K 0.06% 305
2021
Q4
$3.41M Sell
16,662
-350
-2% -$66.5K 0.08% 246
2021
Q3
$3.1M Buy
17,012
+1,468
+9% +$277K 0.08% 249
2021
Q2
$2.71M Buy
15,544
+360
+2% +$62K 0.07% 269
2021
Q1
$2.52M Buy
15,184
+113
+0.7% +$16.9K 0.07% 254
2020
Q4
$1.99M Buy
15,071
+5,009
+50% +$656K 0.06% 270
2020
Q3
$1.2M Buy
10,062
+2,635
+35% +$301K 0.04% 358
2020
Q2
$863K Buy
7,427
+1,216
+20% +$132K 0.03% 412
2020
Q1
$579K Buy
6,211
+3,069
+98% +$376K 0.03% 479
2019
Q4
$449K Buy
3,142
+79
+3% +$10.5K 0.02% 628
2019
Q3
$378K Hold
3,063
0.02% 647
2019
Q2
$340K Buy
3,063
+201
+7% +$21.1K 0.01% 694
2019
Q1
$276K Sell
2,862
-1
-0% -$89 0.01% 749
2018
Q4
$232K Buy
2,863
+2
+0.1% +$172 0.01% 751
2018
Q3
$254K Buy
2,861
+167
+6% +$14.4K 0.01% 769
2018
Q2
$218K Buy
2,694
+107
+4% +$8.28K 0.01% 867
2018
Q1
$182K Buy
2,587
+2,133
+470% +$156K 0.01% 943
2017
Q4
$32K Buy
+454
New +$31.2K ﹤0.01% 1727

Other funds holding CDW

Stratos Wealth Partners's CDW Position: Q1 2026 in Review

Stratos Wealth Partners reduced its CDW (CDW) stake by 56% in Q1 2026, selling an estimated $548K and leaving 3,353 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Stratos Wealth Partners first reported a position in CDW in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.41M in Q4 2021. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Stratos Wealth Partners held 3,353 shares of CDW worth $406K as of Q1 2026.
  • Stratos Wealth Partners sold 4,340 CDW shares in Q1 2026, an estimated $548K.
  • CDW made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1153 holding.
  • Stratos Wealth Partners first reported a position in CDW in Q4 2017 and has held it in 34 quarters since.
  • Stratos Wealth Partners's CDW position peaked at $3.41M in Q4 2021.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.