AWA
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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
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% +$9.97K 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% -$4.39K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's CDW Position: Q2 2026 in Review

Aaron Wealth Advisors increased its CDW (CDW) stake by 2.4% in Q2 2026, buying an estimated $7.03K and bringing the position to 2,391 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #546.

Aaron Wealth Advisors first reported a position in CDW in Q1 2021 and has held it in 21 quarters since. The position peaked at $642K in Q3 2025. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Aaron Wealth Advisors held 2,391 shares of CDW worth $336K as of Q2 2026.
  • Aaron Wealth Advisors bought 56 CDW shares in Q2 2026, an estimated $7.03K.
  • CDW made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #546 holding.
  • Aaron Wealth Advisors first reported a position in CDW in Q1 2021 and has held it in 21 quarters since.
  • Aaron Wealth Advisors's CDW position peaked at $642K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.