Align Financial’s CDW CDW Stock Holding History

Align Financial’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	$14.6K	Hold	104	–	–	0.01%	243
2026 Q1	$12.6K	Sell	104 -14,061	-99%	-$1.78M	0.01%	250
2025 Q4	$14.2K	Buy	+14,165	New	+$2.09M	0.01%	250

Other funds holding CDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Align Financial's CDW Position: Q2 2026 in Review

Align Financial held its CDW (CDW) position steady in Q2 2026 at 104 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #243.

Align Financial first reported a position in CDW in Q4 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Align Financial held 104 shares of CDW worth $14.6K as of Q2 2026.
Align Financial left its CDW share count unchanged in Q2 2026.
CDW made up 0.01% of Align Financial's portfolio in Q2 2026, its #243 holding.
Align Financial first reported a position in CDW in Q4 2025 and has held it in 3 quarters since.
758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.