Activest Wealth Management
CDW icon

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
Q3 		– Sell
-1
Closed -$141 – 1110
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

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State Street
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Activest Wealth Management's CDW Position: Q3 2026 in Review

Activest Wealth Management sold out of CDW (CDW) in Q3 2026, closing a stake of 1 share — an estimated $141 sold.

Activest Wealth Management first reported a position in CDW in Q1 2025 and held it in 4 quarters. The position peaked at $9.11K in Q2 2025. 536 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Activest Wealth Management reported no remaining CDW position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1 CDW share in Q3 2026, an estimated $141.
  • Activest Wealth Management first reported a position in CDW in Q1 2025 and held it in 4 quarters.
  • Activest Wealth Management's CDW position peaked at $9.11K in Q2 2025.
  • 536 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.