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James T. Borello RIA’s CDW CDW Stock Holding History

James T. Borello RIA’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
Q3 		$75.4K Hold
588
– – 0.02% 201
2026
Q2 		$82.7K Buy
588
+40
+7% +$5.02K 0.02% 188
2026
Q1 		$66.3K Sell
548
-33
-6% -$4.17K 0.02% 191
2025
Q4 		$79.1K Buy
581
+23
+4% +$3.39K 0.02% 148
2025
Q3 		$88.9K Buy
558
+19
+4% +$3.23K 0.02% 130
2025
Q2 		$96.3K Hold
539
– – 0.03% 121
2025
Q1 		$86.4K Hold
539
– – 0.03% 112
2024
Q4 		$93.8K Hold
539
– – 0.04% 96
2024
Q3 		$122K Buy
+539
New +$120K 0.05% 80

Other funds holding CDW

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's CDW Position: Q3 2026 in Review

James T. Borello RIA held its CDW (CDW) position steady in Q3 2026 at 588 shares worth $75.4K. The position accounts for 0.02% of the portfolio, ranked #201.

James T. Borello RIA first reported a position in CDW in Q3 2024 and has held it in 9 quarters since. The position peaked at $122K in Q3 2024. 88 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • James T. Borello RIA held 588 shares of CDW worth $75.4K as of Q3 2026.
  • James T. Borello RIA left its CDW share count unchanged in Q3 2026.
  • CDW made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #201 holding.
  • James T. Borello RIA first reported a position in CDW in Q3 2024 and has held it in 9 quarters since.
  • James T. Borello RIA's CDW position peaked at $122K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.