Position in CDW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$513,476
-$75,481 QoQ
Shares Held
3,651
+20.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#417
of 746 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Sowell Financial Services LLC holds $12,794,997 across 5 Information Technology Services names. CDW ranks #3 (4.0% of the industry book) .
All Filings in CDW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,476 | 3,651 | Shares | Sole | 2026-07-20 | |
| 2023-03-31 | $588,957 | 3,022 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $1,707,556 | 10,302 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,272,564 | 9,656 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $951,697 | 7,962 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $947,796 | 8,158 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,058,241 | 11,346 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||