Position in CDW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$310,955
+$66,737 QoQ
Shares Held
2,211
+9.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#479
of 737 holders
Holding Since
Sep 2024
8 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, 2026Wealthspire Advisors, LLC holds $47,244,299 across 8 Information Technology Services names. CDW ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
228,396 | $28,421,598 | |
| 2 | IBM |
International Business Machines Corp
|
55,000 | $15,466,550 | |
| 3 | EFOR |
Everforth Inc
|
50,000 | $893,500 | |
| 4 | CIFR |
Cipher Digital Inc.
|
28,885 | $707,682 | |
| 5 | APLD |
Applied Digital Corp.
|
17,512 | $653,197 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
3,684 | $504,523 | |
| 7 | CDW |
CDW Corp
This page
|
2,211 | $310,955 | |
| 8 | CACI |
Caci International Inc /De/
|
618 | $286,294 |
All Filings in CDW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,955 | 2,211 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $244,218 | 2,018 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $470,707 | 3,456 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $372,715 | 2,340 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $491,836 | 2,754 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $330,776 | 2,064 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $378,188 | 2,173 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $502,159 | 2,219 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||