Alpha Family Trust’s CDW CDW Stock Holding History

Alpha Family Trust’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 Q2	–	Sell	-2,190	Closed	-$351K	–	192
2025 Q1	$351K	Buy	+2,190	New	+$398K	0.2%	96

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha Family Trust's CDW Position: Q2 2025 in Review

Alpha Family Trust sold out of CDW (CDW) in Q2 2025, closing a stake of 2,190 shares — an estimated $351K sold.

Alpha Family Trust first reported a position in CDW in Q1 2025 and held it in 1 quarter. The position peaked at $351K in Q1 2025. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

Alpha Family Trust reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
Alpha Family Trust sold 2,190 CDW shares in Q2 2025, an estimated $351K.
Alpha Family Trust first reported a position in CDW in Q1 2025 and held it in 1 quarter.
Alpha Family Trust's CDW position peaked at $351K in Q1 2025.
848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Alpha Family Trust's 13F filing for Q2 2025, filed 13 Aug 2025.