Aviso Financial’s CDW CDW Stock Holding History

Aviso 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
2025 Q3	–	Sell	-4,083	Closed	-$729K	–	349
2025 Q2	$729K	Sell	4,083 -761	-16%	-$129K	0.03%	177
2025 Q1	$776K	Buy	+4,844	New	+$880K	0.04%	165

Other funds holding CDW

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

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

Aviso Financial's CDW Position: Q3 2025 in Review

Aviso Financial sold out of CDW (CDW) in Q3 2025, closing a stake of 4,083 shares — an estimated $729K sold.

Aviso Financial first reported a position in CDW in Q1 2025 and held it in 2 quarters. The position peaked at $776K in Q1 2025. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

Aviso Financial reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
Aviso Financial sold 4,083 CDW shares in Q3 2025, an estimated $729K.
Aviso Financial first reported a position in CDW in Q1 2025 and held it in 2 quarters.
Aviso Financial's CDW position peaked at $776K in Q1 2025.
819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Aviso Financial's 13F filing for Q3 2025, filed 12 Nov 2025.