Univest Financial’s CDW CDW Stock Holding History

Univest Financial’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 Q3	–	Sell	-1,243	Closed	-$222K	–	263
2025 Q2	$222K	Buy	+1,243	New	+$211K	0.01%	248
2025 Q1	–	Sell	-1,243	Closed	-$216K	–	276
2024 Q4	$216K	Sell	1,243 -1,184	-49%	-$230K	0.01%	265
2024 Q3	$549K	Buy	2,427 +1,184	+95%	+$263K	0.04%	189
2024 Q2	$278K	Hold	1,243	–	–	0.08%	112
2024 Q1	$318K	Hold	1,243	–	–	0.09%	89
2023 Q4	$283K	Hold	1,243	–	–	0.08%	98
2023 Q3	$251K	Hold	1,243	–	–	0.08%	94
2023 Q2	$228K	Hold	1,243	–	–	0.07%	106
2023 Q1	$242K	Hold	1,243	–	–	0.08%	87
2022 Q4	$222K	Sell	1,243 -57	-4%	-$10K	0.07%	100
2022 Q3	$203K	Hold	1,300	–	–	0.07%	99
2022 Q2	$205K	Sell	1,300 -21	-2%	-$3.53K	0.07%	98
2022 Q1	$236K	Sell	1,321 -162	-11%	-$29.6K	0.07%	105
2021 Q4	$304K	Sell	1,483 -24	-2%	-$4.56K	0.08%	91
2021 Q3	$274K	Buy	1,507 +16	+1%	+$3.02K	0.08%	92
2021 Q2	$260K	Buy	+1,491	New	+$257K	0.07%	99

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Univest Financial's CDW Position: Q3 2025 in Review

Univest Financial sold out of CDW (CDW) in Q3 2025, closing a stake of 1,243 shares — an estimated $222K sold.

Univest Financial first reported a position in CDW in Q2 2021 and held it in 16 quarters. The position peaked at $549K in Q3 2024. 817 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

Univest Financial reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
Univest Financial sold 1,243 CDW shares in Q3 2025, an estimated $222K.
Univest Financial first reported a position in CDW in Q2 2021 and held it in 16 quarters.
Univest Financial's CDW position peaked at $549K in Q3 2024.
817 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Univest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.