Position in CDW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$225,445
+$63,884 QoQ
Shares Held
1,603
+20.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#527
of 737 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, 2026Clearstead Advisors, LLC holds $20,474,433 across 42 Information Technology Services names. CDW ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
45,993 | $12,933,691 | |
| 2 | ACN |
Accenture plc
|
45,340 | $5,642,109 | |
| 3 | CACI |
Caci International Inc /De/
|
1,021 | $472,988 | |
| 4 | CDW |
CDW Corp
This page
|
1,603 | $225,445 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
4,498 | $174,207 | |
| 6 | VYX |
NCR Voyix Corp
|
21,149 | $172,787 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
1,003 | $137,360 | |
| 8 | WSE |
Wise Group plc
|
7,294 | $86,871 |
All Filings in CDW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,445 | 1,603 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $161,561 | 1,335 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $73,275 | 538 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $49,695 | 312 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $58,934 | 330 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $62,341 | 389 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $38,288 | 220 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $129,669 | 573 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $99,161 | 443 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $34,018 | 133 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,233 | 133 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $51,650 | 256 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $19,818 | 108 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,134 | 52 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,286 | 52 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,145 | 65 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,144 | 39 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,976 | 39 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,986 | 39 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,011 | 55 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,383 | 48 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,464 | 39 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,767 | 21 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,510 | 21 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,439 | 21 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,958 | 21 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||