AWM
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Activest Wealth Management’s CDW CDW Stock Holding History

Activest 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 		$141 Buy
+1
New +$126 ﹤0.01% 1208
2025
Q4 		– Sell
-53
Closed -$8.44K – 1156
2025
Q3 		$8.44K Buy
53
+2
+4% +$340 ﹤0.01% 543
2025
Q2 		$9.11K Buy
51
+44
+629% +$7.47K ﹤0.01% 446
2025
Q1 		$1.12K Buy
+7
New +$1.27K ﹤0.01% 751

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

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

Activest Wealth Management opened a new position in CDW (CDW) in Q2 2026: 1 share worth $141. The stake represents ﹤0.01% of the portfolio and ranks #1208 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in CDW as recently as Q3 2025.

Activest Wealth Management first reported a position in CDW in Q1 2025 and has held it in 4 quarters since. The position peaked at $9.11K in Q2 2025. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Activest Wealth Management held 1 share of CDW worth $141 as of Q2 2026.
  • CDW was a new Activest Wealth Management position in Q2 2026.
  • CDW made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1208 holding.
  • Activest Wealth Management first reported a position in CDW in Q1 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's CDW position peaked at $9.11K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

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