Berger Financial Group
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
Q3 		$5.6M Sell
43,681
-1,235
-3% -$174K 0.28% 76
2026
Q2 		$6.32M Sell
44,916
-2,428
-5% -$305K 0.32% 67
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

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Berger Financial Group's CDW Position: Q3 2026 in Review

Berger Financial Group reduced its CDW (CDW) stake by 2.7% in Q3 2026, selling an estimated $174K and leaving 43,681 shares worth $5.6M. The position accounts for 0.28% of the portfolio, ranked #76.

Berger Financial Group first reported a position in CDW in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.32M in Q2 2026. 512 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Berger Financial Group held 43,681 shares of CDW worth $5.6M as of Q3 2026.
  • Berger Financial Group sold 1,235 CDW shares in Q3 2026, an estimated $174K.
  • CDW made up 0.28% of Berger Financial Group's portfolio in Q3 2026, its #76 holding.
  • Berger Financial Group first reported a position in CDW in Q1 2022 and has held it in 19 quarters since.
  • Berger Financial Group's CDW position peaked at $6.32M in Q2 2026.
  • 512 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.