Atlantic Edge Private Wealth Management’s CDW CDW Stock Holding History

Atlantic Edge Private 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	$11K	Sell	78 -19	-20%	-$2.39K	﹤0.01%	411
2026 Q1	$11.7K	Hold	97	–	–	﹤0.01%	372
2025 Q4	$13.2K	Hold	97	–	–	﹤0.01%	348
2025 Q3	$15.5K	Hold	97	–	–	﹤0.01%	331
2025 Q2	$17.3K	Hold	97	–	–	﹤0.01%	312
2025 Q1	$15.5K	Buy	97 +78	+411%	+$14.2K	﹤0.01%	311
2024 Q4	$3.31K	Hold	19	–	–	﹤0.01%	419
2024 Q3	$4.3K	Hold	19	–	–	﹤0.01%	413
2024 Q2	$4.25K	Hold	19	–	–	﹤0.01%	387
2024 Q1	$4.86K	Hold	19	–	–	﹤0.01%	387
2023 Q4	$4.32K	Buy	+19	New	+$4.03K	﹤0.01%	378

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 $3.37T AUM 44.26% 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

Atlantic Edge Private Wealth Management's CDW Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its CDW (CDW) stake by 20% in Q2 2026, selling an estimated $2.39K and leaving 78 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Atlantic Edge Private Wealth Management first reported a position in CDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.3K in Q2 2025. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Atlantic Edge Private Wealth Management held 78 shares of CDW worth $11K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 19 CDW shares in Q2 2026, an estimated $2.39K.
CDW made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #411 holding.
Atlantic Edge Private Wealth Management first reported a position in CDW in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's CDW position peaked at $17.3K in Q2 2025.
757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.