Balance Wealth
CDW icon

Balance Wealth’s CDW CDW Stock Holding History

Balance 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
Q3 		$1.4K Buy
+11
New +$1.55K ﹤0.01% 805

Other funds holding CDW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Balance Wealth's CDW Position: Q3 2026 in Review

Balance Wealth opened a new position in CDW (CDW) in Q3 2026: 11 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

626 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Balance Wealth held 11 shares of CDW worth $1.4K as of Q3 2026.
  • CDW was a new Balance Wealth position in Q3 2026.
  • CDW made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #805 holding.
  • 626 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.