AWM
CDW icon

Abound Wealth Management’s CDW CDW Stock Holding History

Abound Wealth Management’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 		– Sell
-36
Closed -$4.36K – 1407
2026
Q1 		$4.36K Sell
36
-14
-28% -$1.77K ﹤0.01% 763
2025
Q4 		$6.81K Buy
50
+17
+52% +$2.51K ﹤0.01% 589
2025
Q3 		$5.28K Buy
33
+6
+22% +$1.02K ﹤0.01% 632
2025
Q2 		$4.85K Sell
27
-14
-34% -$2.38K ﹤0.01% 577
2025
Q1 		$6.59K Sell
41
-12
-23% -$2.18K ﹤0.01% 482
2024
Q4 		$9.25K Buy
53
+9
+20% +$1.75K ﹤0.01% 397
2024
Q3 		$9.99K Buy
44
+1
+2% +$222 ﹤0.01% 410
2024
Q2 		$9.66K Sell
43
-3
-7% -$696 ﹤0.01% 378
2024
Q1 		$11.8K Buy
46
+1
+2% +$238 ﹤0.01% 339
2023
Q4 		$10.2K Buy
45
+2
+5% +$424 ﹤0.01% 368
2023
Q3 		$8.69K Buy
43
+8
+23% +$1.59K ﹤0.01% 360
2023
Q2 		$6.43K Buy
35
+19
+119% +$3.32K ﹤0.01% 432
2023
Q1 		$3.12K Hold
16
– – ﹤0.01% 515
2022
Q4 		$2.86K Buy
16
+8
+100% +$1.41K ﹤0.01% 473
2022
Q3 		$1.25K Buy
+8
New +$1.37K ﹤0.01% 570

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

Abound Wealth Management's CDW Position: Q2 2026 in Review

Abound Wealth Management sold out of CDW (CDW) in Q2 2026, closing a stake of 36 shares — an estimated $4.36K sold.

Abound Wealth Management first reported a position in CDW in Q3 2022 and held it in 15 quarters. The position peaked at $11.8K in Q1 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Abound Wealth Management reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 36 CDW shares in Q2 2026, an estimated $4.36K.
  • Abound Wealth Management first reported a position in CDW in Q3 2022 and held it in 15 quarters.
  • Abound Wealth Management's CDW position peaked at $11.8K in Q1 2024.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.