Bare Financial Services’s CDW CDW Stock Holding History

Bare Financial Services’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 Q4	–	Sell	-4	Closed	-$637	–	1567
2025 Q3	$637	Hold	4	–	–	﹤0.01%	1166
2025 Q2	$714	Hold	4	–	–	﹤0.01%	1012
2025 Q1	$641	Buy	+4	New	+$727	﹤0.01%	674

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 $3.38T AUM 44.17% 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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bare Financial Services's CDW Position: Q4 2025 in Review

Bare Financial Services sold out of CDW (CDW) in Q4 2025, closing a stake of 4 shares — an estimated $637 sold.

Bare Financial Services first reported a position in CDW in Q1 2025 and held it in 3 quarters. The position peaked at $714 in Q2 2025. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

Bare Financial Services reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
Bare Financial Services sold 4 CDW shares in Q4 2025, an estimated $637.
Bare Financial Services first reported a position in CDW in Q1 2025 and held it in 3 quarters.
Bare Financial Services's CDW position peaked at $714 in Q2 2025.
797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.