Position in CDW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$603,064
+$50,850 QoQ
Shares Held
4,288
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#400
of 746 holders
Holding Since
Mar 2020
25 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $39,702,704 across 17 Information Technology Services names. CDW ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
61,140 | $17,193,179 | |
| 2 | ACN |
Accenture plc
|
83,027 | $10,331,879 | |
| 3 | CACI |
Caci International Inc /De/
|
10,957 | $5,075,939 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
28,117 | $1,093,188 | |
| 5 | IT |
Gartner Inc
|
8,404 | $1,089,326 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
27,126 | $1,050,589 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,563 | $761,852 | |
| 8 | CDW |
CDW Corp
This page
|
4,288 | $603,064 |
All Filings in CDW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,064 | 4,288 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $552,214 | 4,563 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $458,585 | 3,367 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $419,543 | 2,634 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $459,869 | 2,575 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $508,184 | 3,171 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $546,311 | 3,139 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $664,416 | 2,936 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $699,947 | 3,127 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $797,010 | 3,116 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $712,875 | 3,136 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $693,997 | 3,782 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $814,835 | 4,181 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $510,024 | 2,856 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $530,984 | 3,402 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $454,087 | 2,882 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $487,833 | 2,727 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $551,677 | 2,694 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $584,284 | 3,210 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $836,224 | 4,788 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $719,355 | 4,340 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $566,828 | 4,301 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $443,934 | 3,714 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $553,365 | 4,763 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $450,867 | 4,834 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||