Position in CDW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$262,012
-$939,111 QoQ
Shares Held
1,863
-81.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#515
of 746 holders
Holding Since
Jun 2020
25 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, 2026One Wealth Advisors, LLC holds $768,739 across 3 Information Technology Services names. CDW ranks #2 (34.1% of the industry book) .
All Filings in CDW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,012 | 1,863 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,201,123 | 9,925 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,304,251 | 9,576 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,192,370 | 7,486 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,372,642 | 7,686 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,013,644 | 6,325 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $760,902 | 4,372 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,364,815 | 6,031 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,357,141 | 6,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,501,428 | 5,870 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,078,860 | 4,746 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,170,409 | 5,801 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,071,273 | 5,838 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,127,828 | 5,787 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,010,227 | 5,657 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $861,405 | 5,519 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $838,534 | 5,322 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $919,494 | 5,140 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $967,790 | 4,726 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $852,763 | 4,685 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $818,235 | 4,685 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $560,566 | 3,382 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $436,752 | 3,314 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $381,539 | 3,192 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $203,779 | 1,754 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||