AFW
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Avantra Family Wealth’s CDW CDW Stock Holding History

Avantra Family Wealth’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 		– Sell
-4,133
Closed -$500K – 172
2026
Q1 		$500K Buy
+4,133
New +$522K 0.37% 84
2025
Q3 		– Sell
-2,148
Closed -$384K – 164
2025
Q2 		$384K Buy
+2,148
New +$365K 0.32% 90

Other funds holding CDW

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Avantra Family Wealth's CDW Position: Q2 2026 in Review

Avantra Family Wealth sold out of CDW (CDW) in Q2 2026, closing a stake of 4,133 shares — an estimated $500K sold.

Avantra Family Wealth first reported a position in CDW in Q2 2025 and held it in 2 quarters. The position peaked at $500K in Q1 2026. 262 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Avantra Family Wealth reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 4,133 CDW shares in Q2 2026, an estimated $500K.
  • Avantra Family Wealth first reported a position in CDW in Q2 2025 and held it in 2 quarters.
  • Avantra Family Wealth's CDW position peaked at $500K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.