AO
CDW icon

Advisor OS’s CDW CDW Stock Holding History

Advisor OS’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
2025
Q3 		– Sell
-5,003
Closed -$894K – 481
2025
Q2 		$894K Buy
5,003
+427
+9% +$72.5K 0.09% 167
2025
Q1 		$733K Buy
4,576
+927
+25% +$168K 0.08% 169
2024
Q4 		$635K Buy
3,649
+2,196
+151% +$427K 0.07% 182
2024
Q3 		$329K Buy
+1,453
New +$323K 0.03% 308
2022
Q2 		– Sell
-5,502
Closed -$984K – 202
2022
Q1 		$984K Buy
5,502
+705
+15% +$129K 0.28% 83
2021
Q4 		$983K Buy
4,797
+623
+15% +$118K 0.2% 111
2021
Q3 		$760K Buy
4,174
+597
+17% +$113K 0.17% 116
2021
Q2 		$625K Buy
3,577
+1,510
+73% +$260K 0.13% 122
2021
Q1 		$342K Buy
+2,067
New +$309K 0.08% 144

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return