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Sunbelt Securities’s CDW CDW Stock Holding History

Sunbelt Securities’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
Q1 		$4.06K Buy
34
+1
+3% +$126 ﹤0.01% 1735
2025
Q4 		$4.54K Hold
33
– – ﹤0.01% 1667
2025
Q3 		$5.29K Hold
33
– – ﹤0.01% 1614
2025
Q2 		$5.72K Hold
33
– – ﹤0.01% 1412
2025
Q1 		$5.29K Hold
33
– – ﹤0.01% 1408
2024
Q4 		$5.7K Sell
33
-662
-95% -$129K ﹤0.01% 1413
2024
Q3 		$157K Sell
695
-760
-52% -$169K 0.02% 657
2024
Q2 		$326K Sell
1,455
-3
-0.2% -$696 0.03% 433
2024
Q1 		$373K Buy
1,458
+461
+46% +$109K 0.04% 385
2023
Q4 		$227K Buy
997
+1
+0.1% +$212 0.03% 461
2023
Q3 		$201K Hold
996
– – 0.03% 479
2023
Q2 		$183K Sell
996
-2,032
-67% -$355K 0.03% 484
2023
Q1 		$576K Sell
3,028
-63
-2% -$12.4K 0.09% 234
2022
Q4 		$552K Sell
3,091
-75
-2% -$13.2K 0.11% 229
2022
Q3 		$494K Sell
3,166
-74
-2% -$12.7K 0.1% 233
2022
Q2 		$510K Sell
3,240
-3
-0.1% -$504 0.11% 238
2022
Q1 		$580K Hold
3,243
– – 0.11% 221
2021
Q4 		$632K Sell
3,243
-37
-1% -$7.04K 0.1% 222
2021
Q3 		$572K Hold
3,280
– – 0.1% 235
2021
Q2 		$572K Buy
3,280
+50
+2% +$8.61K 0.1% 235
2021
Q1 		$535K Sell
3,230
-17
-0.5% -$2.54K 0.11% 225
2020
Q4 		$428K Sell
3,247
-694
-18% -$90.9K 0.09% 255
2020
Q3 		$471K Hold
3,941
– – 0.13% 198
2020
Q2 		$458K Sell
3,941
-100
-2% -$10.8K 0.16% 167
2020
Q1 		$377K Sell
4,041
-108
-3% -$13.2K 0.02% 274
2019
Q4 		$593K Sell
4,149
-65
-2% -$8.6K 0.06% 281
2019
Q3 		$518K Sell
4,214
-89
-2% -$10.2K 0.06% 289
2019
Q2 		$478K Buy
+4,303
New +$451K 0.21% 139

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sunbelt Securities's CDW Position: Q1 2026 in Review

Sunbelt Securities increased its CDW (CDW) stake by 3% in Q1 2026, buying an estimated $126 and bringing the position to 34 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Sunbelt Securities first reported a position in CDW in Q2 2019 and has held it in 28 quarters since. The position peaked at $632K in Q4 2021. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Sunbelt Securities held 34 shares of CDW worth $4.06K as of Q1 2026.
  • Sunbelt Securities bought 1 CDW share in Q1 2026, an estimated $126.
  • CDW made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1735 holding.
  • Sunbelt Securities first reported a position in CDW in Q2 2019 and has held it in 28 quarters since.
  • Sunbelt Securities's CDW position peaked at $632K in Q4 2021.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.