BFG
CDW icon

Berger Financial Group’s CDW CDW Stock Holding History

Berger Financial Group’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
Q1 		$5.73M Buy
47,344
+18,057
+62% +$2.28M 0.32% 74
2025
Q4 		$3.99M Sell
29,287
-559
-2% -$82.4K 0.23% 96
2025
Q3 		$4.75M Buy
29,846
+206
+0.7% +$35K 0.28% 84
2025
Q2 		$5.29M Buy
29,640
+617
+2% +$105K 0.34% 75
2025
Q1 		$4.65M Buy
29,023
+6,230
+27% +$1.13M 0.32% 84
2024
Q4 		$3.97M Buy
22,793
+615
+3% +$119K 0.27% 87
2024
Q3 		$5.02M Buy
22,178
+157
+0.7% +$34.9K 0.36% 73
2024
Q2 		$4.93M Sell
22,021
-46
-0.2% -$10.7K 0.39% 64
2024
Q1 		$5.64M Sell
22,067
-1,579
-7% -$375K 0.46% 54
2023
Q4 		$5.38M Sell
23,646
-615
-3% -$130K 0.56% 44
2023
Q3 		$4.89M Buy
24,261
+152
+0.6% +$30.3K 0.56% 50
2023
Q2 		$4.42M Sell
24,109
-498
-2% -$87K 0.5% 61
2023
Q1 		$4.8M Sell
24,607
-1,864
-7% -$366K 0.58% 46
2022
Q4 		$4.73M Buy
26,471
+701
+3% +$123K 0.62% 52
2022
Q3 		$4.02M Buy
25,770
+835
+3% +$143K 0.59% 48
2022
Q2 		$3.93M Buy
24,935
+447
+2% +$75.1K 0.57% 52
2022
Q1 		$4.38M Buy
+24,488
New +$4.48M 0.56% 56

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berger Financial Group's CDW Position: Q1 2026 in Review

Berger Financial Group increased its CDW (CDW) stake by 62% in Q1 2026, buying an estimated $2.28M and bringing the position to 47,344 shares worth $5.73M. The position accounts for 0.32% of the portfolio, ranked #74.

Berger Financial Group first reported a position in CDW in Q1 2022 and has held it in 17 quarters since. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Berger Financial Group held 47,344 shares of CDW worth $5.73M as of Q1 2026.
  • Berger Financial Group bought 18,057 CDW shares in Q1 2026, an estimated $2.28M.
  • CDW made up 0.32% of Berger Financial Group's portfolio in Q1 2026, its #74 holding.
  • Berger Financial Group first reported a position in CDW in Q1 2022 and has held it in 17 quarters since.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.