Position in CDW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,409
+$4,205 QoQ
Shares Held
202
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#613
of 737 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,127,712 across 16 Information Technology Services names. CDW ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,971 | $835,474 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
1,224 | $126,035 | |
| 3 | SAIC |
Science Applications International Corp
|
514 | $56,750 | |
| 4 | ACN |
Accenture plc
|
356 | $44,300 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
236 | $32,320 | |
| 6 | CDW |
CDW Corp
This page
|
202 | $28,409 | |
| 7 | GLOB |
Globant S.A.
|
29 | $839 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
64 | $723 |
All Filings in CDW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,409 | 202 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,204 | 200 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $27,240 | 200 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $31,856 | 200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $35,718 | 200 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $32,052 | 200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $34,808 | 200 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $45,260 | 200 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $44,768 | 200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $53,969 | 211 | Shares | Sole | 2024-05-09 | |
| 2022-09-30 | $5,462 | 35 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $10,398 | 66 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,017 | 56 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $25,392 | 124 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $15,653 | 86 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $9,256 | 53 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,784 | 53 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $30,048 | 228 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $23,069 | 193 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,518 | 168 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,678 | 18 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||