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Baker Tilly Wealth Management’s CDW CDW Stock Holding History

Baker Tilly 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 		– Sell
-1,923
Closed -$233K – 293
2026
Q1 		$233K Buy
1,923
+14
+0.7% +$1.77K 0.06% 247
2025
Q4 		$260K Buy
1,909
+59
+3% +$8.7K 0.06% 235
2025
Q3 		$295K Buy
+1,850
New +$314K 0.07% 221

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Tilly Wealth Management's CDW Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of CDW (CDW) in Q2 2026, closing a stake of 1,923 shares — an estimated $233K sold.

Baker Tilly Wealth Management first reported a position in CDW in Q3 2025 and held it in 3 quarters. The position peaked at $295K in Q3 2025. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,923 CDW shares in Q2 2026, an estimated $233K.
  • Baker Tilly Wealth Management first reported a position in CDW in Q3 2025 and held it in 3 quarters.
  • Baker Tilly Wealth Management's CDW position peaked at $295K in Q3 2025.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.