UCFA
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United Capital Financial Advisors’s CDW CDW Stock Holding History

United Capital 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
2026
Q2 		$603K Sell
4,288
-275
-6% -$34.5K ﹤0.01% 1020
2026
Q1 		$552K Buy
4,563
+1,196
+36% +$151K ﹤0.01% 1016
2025
Q4 		$459K Buy
3,367
+733
+28% +$108K ﹤0.01% 1003
2025
Q3 		$420K Buy
2,634
+59
+2% +$10K ﹤0.01% 917
2025
Q2 		$460K Sell
2,575
-596
-19% -$101K ﹤0.01% 809
2025
Q1 		$508K Buy
3,171
+32
+1% +$5.82K ﹤0.01% 743
2024
Q4 		$546K Buy
3,139
+203
+7% +$39.4K ﹤0.01% 713
2024
Q3 		$664K Sell
2,936
-191
-6% -$42.4K 0.01% 653
2024
Q2 		$700K Buy
3,127
+11
+0.4% +$2.55K 0.01% 622
2024
Q1 		$797K Sell
3,116
-20
-0.6% -$4.75K 0.01% 619
2023
Q4 		$713K Buy
+3,136
New +$665K 0.01% 639
2023
Q3 		– Sell
-3,782
Closed -$694K – 845
2023
Q2 		$694K Sell
3,782
-399
-10% -$69.7K ﹤0.01% 627
2023
Q1 		$815K Buy
4,181
+1,325
+46% +$260K ﹤0.01% 630
2022
Q4 		$510K Sell
2,856
-546
-16% -$96K ﹤0.01% 753
2022
Q3 		$531K Buy
3,402
+520
+18% +$89.1K ﹤0.01% 746
2022
Q2 		$454K Buy
2,882
+155
+6% +$26.1K ﹤0.01% 820
2022
Q1 		$488K Buy
2,727
+33
+1% +$6.04K ﹤0.01% 837
2021
Q4 		$552K Sell
2,694
-516
-16% -$98.1K ﹤0.01% 829
2021
Q3 		$584K Sell
3,210
-1,578
-33% -$298K ﹤0.01% 821
2021
Q2 		$836K Buy
4,788
+448
+10% +$77.2K ﹤0.01% 738
2021
Q1 		$719K Buy
4,340
+39
+0.9% +$5.82K ﹤0.01% 752
2020
Q4 		$567K Buy
4,301
+587
+16% +$76.9K ﹤0.01% 820
2020
Q3 		$444K Sell
3,714
-1,049
-22% -$120K ﹤0.01% 857
2020
Q2 		$553K Sell
4,763
-71
-1% -$7.69K ﹤0.01% 833
2020
Q1 		$451K Sell
4,834
-3,134
-39% -$384K ﹤0.01% 852
2019
Q4 		$1.14M Buy
7,968
+2,378
+43% +$315K 0.01% 729
2019
Q3 		$689K Sell
5,590
-12,287
-69% -$1.41M ﹤0.01% 851
2019
Q2 		$1.98M Sell
17,877
-1,146
-6% -$120K 0.01% 628
2019
Q1 		$1.83M Sell
19,023
-10,845
-36% -$968K 0.01% 609
2018
Q4 		$2.42M Sell
29,868
-3,528
-11% -$304K 0.02% 517
2018
Q3 		$2.97M Sell
33,396
-1,238
-4% -$107K 0.02% 530
2018
Q2 		$2.8M Sell
34,634
-722
-2% -$55.9K 0.02% 521
2018
Q1 		$2.49M Sell
35,356
-2,166
-6% -$158K 0.02% 536
2017
Q4 		$2.61M Sell
37,522
-409
-1% -$28.1K 0.02% 531
2017
Q3 		$2.5M Buy
37,931
+10,890
+40% +$681K 0.02% 525
2017
Q2 		$1.69M Buy
27,041
+1,493
+6% +$89.3K 0.02% 623
2017
Q1 		$1.47M Buy
25,548
+1,256
+5% +$70.7K 0.01% 641
2016
Q4 		$1.26M Buy
24,292
+1,430
+6% +$69.7K 0.01% 682
2016
Q3 		$1.04M Sell
22,862
-691
-3% -$30.3K 0.01% 760
2016
Q2 		$942K Buy
23,553
+17,267
+275% +$716K 0.01% 751
2016
Q1 		$261K Sell
6,286
-334
-5% -$13K ﹤0.01% 1038
2015
Q4 		$278K Sell
6,620
-260
-4% -$11.3K ﹤0.01% 1040
2015
Q3 		$281K Sell
6,880
-85
-1% -$3.22K ﹤0.01% 1072
2015
Q2 		$239K Buy
6,965
+186
+3% +$6.94K ﹤0.01% 1133
2015
Q1 		$260K Buy
+6,779
New +$247K ﹤0.01% 1105

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

United Capital Financial Advisors's CDW Position: Q2 2026 in Review

United Capital Financial Advisors reduced its CDW (CDW) stake by 6% in Q2 2026, selling an estimated $34.5K and leaving 4,288 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

United Capital Financial Advisors first reported a position in CDW in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.97M in Q3 2018. 753 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • United Capital Financial Advisors held 4,288 shares of CDW worth $603K as of Q2 2026.
  • United Capital Financial Advisors sold 275 CDW shares in Q2 2026, an estimated $34.5K.
  • CDW made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1020 holding.
  • United Capital Financial Advisors first reported a position in CDW in Q1 2015 and has held it in 45 quarters since.
  • United Capital Financial Advisors's CDW position peaked at $2.97M in Q3 2018.
  • 753 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.