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Toth Financial Advisory’s CDW CDW Stock Holding History

Toth Financial Advisory’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 		– Sell
-4,648
Closed -$563K – 892
2026
Q1 		$563K Sell
4,648
-2,300
-33% -$291K 0.06% 155
2025
Q4 		$946K Sell
6,948
-6,267
-47% -$924K 0.1% 139
2025
Q3 		$2.1M Sell
13,215
-1,371
-9% -$233K 0.23% 98
2025
Q2 		$2.6M Sell
14,586
-2,272
-13% -$386K 0.3% 90
2025
Q1 		$2.7M Sell
16,858
-718
-4% -$130K 0.33% 93
2024
Q4 		$3.06M Sell
17,576
-1,211
-6% -$235K 0.36% 87
2024
Q3 		$4.25M Sell
18,787
-877
-4% -$195K 0.5% 74
2024
Q2 		$4.4M Sell
19,664
-1,094
-5% -$254K 0.56% 66
2024
Q1 		$5.31M Sell
20,758
-986
-5% -$234K 0.66% 56
2023
Q4 		$4.94M Buy
21,744
+1,070
+5% +$227K 0.67% 53
2023
Q3 		$4.17M Buy
20,674
+1,557
+8% +$310K 0.64% 58
2023
Q2 		$3.51M Sell
19,117
-898
-4% -$157K 0.51% 71
2023
Q1 		$3.9M Buy
20,015
+4,561
+30% +$896K 0.61% 61
2022
Q4 		$2.76M Buy
15,454
+3,319
+27% +$583K 0.45% 72
2022
Q3 		$1.89M Buy
12,135
+5,918
+95% +$1.01M 0.34% 81
2022
Q2 		$980K Buy
6,217
+2,337
+60% +$393K 0.17% 108
2022
Q1 		$694K Buy
3,880
+686
+21% +$126K 0.1% 141
2021
Q4 		$654K Buy
3,194
+1,576
+97% +$300K 0.09% 156
2021
Q3 		$295K Buy
+1,618
New +$306K 0.04% 173

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

Toth Financial Advisory's CDW Position: Q2 2026 in Review

Toth Financial Advisory sold out of CDW (CDW) in Q2 2026, closing a stake of 4,648 shares — an estimated $563K sold.

Toth Financial Advisory first reported a position in CDW in Q3 2021 and held it in 19 quarters. The position peaked at $5.31M in Q1 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Toth Financial Advisory reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 4,648 CDW shares in Q2 2026, an estimated $563K.
  • Toth Financial Advisory first reported a position in CDW in Q3 2021 and held it in 19 quarters.
  • Toth Financial Advisory's CDW position peaked at $5.31M in Q1 2024.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.