rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

CDW Corporation

CDW · Nasdaq

Consumer DiscretionaryE-Commerce & MarketplacesJust started moving

CDW stood above a rising 150-day average in 9 of the last 52 weekly readings, including each of the last 3 weeks. It is 16.1% above that average now. E-Commerce & Marketplaces: 33% of its 30 stocks in an uptrend (±0 points in four weeks); Consumer Discretionary: 27% (+1 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
3 in a row
Industry in uptrend
33% 0 in 4 wk
Insider buys, 12 months
$5.0M
Insider sales, 12 months
$8.4M
Officials’ trades on record
51
Institutions holding
703 (-2)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 9 of 52 weeks.

21 Apr – 20 Oct
11%25%38%Apr 26Jun 26Jul 26Sep 26Oct 26

E-Commerce & Marketplaces: A minority of its stocks are in an uptrend and the share has held steady. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$12.2M$0$4.4MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

51 disclosed lines: House 31, Senate 0, executive 20; 12 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$500k–$1M21 Aug 2026filed 8 Oct 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k19 Aug 2026filed 10 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$500k–$1M20 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k8 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k22 May 2026filed 1 Jul 2026
April McClain Delaney House: U.S. House ClerkMD06solddependent child$1k–$15k19 May 2026filed 5 Jun 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k18 May 2026filed 1 Jul 2026
April McClain Delaney House: U.S. House ClerkMD06solddependent child$1k–$15k18 May 2026filed 5 Jun 2026
April McClain Delaney House: U.S. House ClerkMD06solddependent child$1k–$15k15 May 2026filed 5 Jun 2026
April McClain Delaney House: U.S. House ClerkMD06solddependent child$1k–$15k14 May 2026filed 5 Jun 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k11 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k28 Apr 2026filed 1 Jul 2026

Insiders

Buy orders, 12 months2
Sale orders, 12 months2
Buyers · sellers2 · 2
WhoDidSharesTraded
Elizabeth H. ConnellyOfficersold26,695at $137.627 Aug 2026filed 11 Aug 2026
David W. NelmsDirectorbought18,000at $111.4327 May 2026filed 29 May 2026
Christine A. LeahyDirector, Officerbought4,830at $103.4018 May 2026filed 19 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders703-2 on the quarter
New · exited110 · 113
Reported value$18.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202615,238,070$2.1B+517,771+3.5%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20268,341,169$1.2B-79,240−0.9%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20268,197,577$1.2B+14,235+0.2%
STATE STREET CORPadded · filed 7 Aug 20265,779,688$812.9M+48,493+0.8%
HARRIS ASSOCIATES L Padded · filed 14 Aug 20265,543,451$779.6M+160,389+3.0%
Boston Partnersadded · filed 4 Aug 20265,256,810$739.3M+1,320,812+33.6%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20263,890,627$547.5M+101,652+2.7%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCadded · filed 14 Aug 20263,777,585$531.3M+1,750,105+86.3%
Invesco Ltd.added · filed 14 Aug 20263,758,500$528.6M+1,096,224+41.2%
MORGAN STANLEYadded · filed 13 Aug 20263,572,175$502.4M+575,529+19.2%
31 Mar 2023 – 30 Jun 2026
675741806Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Saranga Balaji Company insiderDirector · last 15 Oct 20260 · 0
David W. Nelms Company insiderDirector · last 1 Oct 20261 · 0
Joseph Swedish Company insiderDirector · last 1 Oct 20260 · 0
Katherine Elizabeth Sanderson Company insiderOfficer · last 24 Sep 20260 · 0
Albert Joseph Miralles Jr. Company insiderOfficer · last 10 Sep 20263 · 0
Anthony R. Foxx Company insiderDirector · last 10 Sep 20260 · 0
Christine A. Leahy Company insiderDirector, Officer · last 10 Sep 20265 · 23
Elizabeth H. Connelly Company insiderOfficer · last 10 Sep 20260 · 1
Frederick J. Kulevich Company insiderOfficer · last 10 Sep 20260 · 7
Hang Tan Company insiderOfficer · last 10 Sep 20260 · 0
James A. Bell Company insiderDirector · last 10 Sep 20260 · 0
Kelly J. Grier Company insiderDirector · last 10 Sep 20260 · 0

Same industry

AMZN Amazon.comLeading+5%
BZUN BaozunIn trend+33%
W WayfairIn trend+31%
ETSY EtsyIn trend+23%
LUXE LuxExperience B.VJust started moving+17%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202521.7%
Operating profit marginFY 2025 · to 31 Dec 20257.4%
Free cash flow marginFY 2025 · to 31 Dec 20254.9%
Return on capital employedFY 2025 · to 31 Dec 202518.8%
Cash conversionFY 2025 · to 31 Dec 2025113%
Debt to equityFY 2025 · to 31 Dec 20252.16×
Share count trendFY 2025 · to 17 Feb 2026-0.3%
Cash and equivalentsFY 2025 · to 31 Dec 2025$618.7M
Free cash flowFY 2025 · to 31 Dec 2025$1.1B

Analyst forecasts

No analyst forecasts yet.