Position in CDW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,125
+$157 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#719
of 746 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $74,110 across 9 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
|
171 | $48,086 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
117 | $16,023 | |
| 3 | DXC |
DXC Technology Co
|
330 | $2,920 | |
| 4 | ACN |
Accenture plc
|
13 | $1,617 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
18 | $1,368 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
34 | $1,316 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
110 | $1,244 | |
| 8 | CDW |
CDW Corp
This page
|
8 | $1,125 |
All Filings in CDW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125 | 8 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $968 | 8 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,089 | 8 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,274 | 8 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,428 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,243 | 14 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,436 | 14 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,168 | 14 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,357 | 15 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,836 | 15 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,818 | 8 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||