Aaron Wealth Advisors
CDW icon

Aaron Wealth Advisors’s CDW CDW Stock Holding History

Aaron Wealth Advisors’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 		$264K Sell
2,058
-333
-14% -$46.9K 0.01% 591
2026
Q2 		$336K Buy
2,391
+56
+2% +$7.03K 0.02% 546
2026
Q1 		$283K Sell
2,335
-666
-22% -$84.2K 0.02% 581
2025
Q4 		$409K Sell
3,001
-1,029
-26% -$152K 0.02% 492
2025
Q3 		$642K Buy
4,030
+2,605
+183% +$443K 0.04% 339
2025
Q2 		$254K Buy
+1,425
New +$242K 0.03% 402
2025
Q1 		– Sell
-1,199
Closed -$209K – 457
2024
Q4 		$209K Sell
1,199
-553
-32% -$107K 0.02% 428
2024
Q3 		$396K Buy
1,752
+293
+20% +$65K 0.05% 234
2024
Q2 		$327K Sell
1,459
-81
-5% -$18.8K 0.05% 219
2024
Q1 		$394K Buy
1,540
+42
+3% +$10K 0.06% 182
2023
Q4 		$341K Buy
1,498
+64
+4% +$13.6K 0.06% 176
2023
Q3 		$289K Sell
1,434
-578
-29% -$115K 0.04% 201
2023
Q2 		$369K Buy
2,012
+38
+2% +$6.64K 0.05% 185
2023
Q1 		$385K Buy
1,974
+23
+1% +$4.52K 0.05% 176
2022
Q4 		$348K Sell
1,951
-25
-1% -$4.4K 0.05% 181
2022
Q3 		$308K Sell
1,976
-4
-0.2% -$686 0.06% 165
2022
Q2 		$311K Buy
1,980
+215
+12% +$36.1K 0.08% 147
2022
Q1 		$316K Buy
1,765
+12
+0.7% +$2.2K 0.07% 153
2021
Q4 		$358K Sell
1,753
-67
-4% -$12.7K 0.1% 124
2021
Q3 		$331K Buy
1,820
+84
+5% +$15.9K 0.09% 118
2021
Q2 		$303K Buy
1,736
+122
+8% +$21K 0.1% 126
2021
Q1 		$267K Buy
+1,614
New +$241K 0.1% 124

Other funds holding CDW

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Aaron Wealth Advisors's CDW Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its CDW (CDW) stake by 14% in Q3 2026, selling an estimated $46.9K and leaving 2,058 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #591.

Aaron Wealth Advisors first reported a position in CDW in Q1 2021 and has held it in 22 quarters since. The position peaked at $642K in Q3 2025. 162 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Aaron Wealth Advisors held 2,058 shares of CDW worth $264K as of Q3 2026.
  • Aaron Wealth Advisors sold 333 CDW shares in Q3 2026, an estimated $46.9K.
  • CDW made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #591 holding.
  • Aaron Wealth Advisors first reported a position in CDW in Q1 2021 and has held it in 22 quarters since.
  • Aaron Wealth Advisors's CDW position peaked at $642K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.