BFG
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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
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

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

Berger Financial Group's CDW Position: Q2 2026 in Review

Berger Financial Group reduced its CDW (CDW) stake by 5.1% in Q2 2026, selling an estimated $305K and leaving 44,916 shares worth $6.32M. The position accounts for 0.32% of the portfolio, ranked #67.

Berger Financial Group first reported a position in CDW in Q1 2022 and has held it in 18 quarters since. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Berger Financial Group held 44,916 shares of CDW worth $6.32M as of Q2 2026.
  • Berger Financial Group sold 2,428 CDW shares in Q2 2026, an estimated $305K.
  • CDW made up 0.32% of Berger Financial Group's portfolio in Q2 2026, its #67 holding.
  • Berger Financial Group first reported a position in CDW in Q1 2022 and has held it in 18 quarters since.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.