Superior Planning, LLC’s CDW CDW Stock Holding History

Superior Planning, LLC’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.15K	Buy	+9	New	+$1.27K	﹤0.01%	1718

Other funds holding CDW

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's CDW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CDW (CDW) in Q3 2026: 9 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #1718 among its holdings.

519 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

Superior Planning, LLC held 9 shares of CDW worth $1.15K as of Q3 2026.
CDW was a new Superior Planning, LLC position in Q3 2026.
CDW made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1718 holding.
519 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.