Position in CDW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,480
+$14,715 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#577
of 746 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $1,588,451 across 15 Information Technology Services names. CDW ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,806 | $789,074 | |
| 2 | PSN |
Parsons Corp
|
5,135 | $269,022 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
1,554 | $212,820 | |
| 4 | ACN |
Accenture plc
|
1,289 | $160,402 | |
| 5 | CDW |
CDW Corp
This page
|
750 | $105,480 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
905 | $35,186 | |
| 7 | CACI |
Caci International Inc /De/
|
13 | $6,022 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
28 | $3,856 |
All Filings in CDW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,480 | 750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $90,765 | 750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $102,558 | 753 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $121,371 | 762 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $136,085 | 762 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $122,118 | 762 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $132,618 | 762 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $172,893 | 764 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $171,013 | 764 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $198,995 | 778 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $184,356 | 811 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $153,741 | 762 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $139,827 | 762 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $146,751 | 753 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $140,720 | 788 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $117,528 | 753 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $118,642 | 753 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $134,703 | 753 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $154,199 | 753 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $137,061 | 753 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $131,510 | 753 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $124,809 | 753 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $99,237 | 753 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $89,647 | 750 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $87,135 | 750 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $69,952 | 750 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||