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Bogart Wealth LLC’s CDW CDW Stock Holding History

Bogart Wealth LLC’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 		$2.11K Buy
15
+14
+1,400% +$1.76K ﹤0.01% 1444
2026
Q1 		$121 Buy
+1
New +$126 ﹤0.01% 1731
2025
Q4 		– Sell
-7
Closed -$1.11K – 1600
2025
Q3 		$1.11K Buy
7
+3
+75% +$510 ﹤0.01% 1261
2025
Q2 		$714 Hold
4
– – ﹤0.01% 1267
2025
Q1 		$641 Buy
+4
New +$727 ﹤0.01% 1232
2023
Q1 		– Sell
-39
Closed -$6.96K – 1120
2022
Q4 		$6.96K Buy
+39
New +$6.86K ﹤0.01% 608

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CDW Position: Q2 2026 in Review

Bogart Wealth LLC increased its CDW (CDW) stake by 1,400% in Q2 2026, buying an estimated $1.76K and bringing the position to 15 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Bogart Wealth LLC first reported a position in CDW in Q4 2022 and has held it in 6 quarters since. The position peaked at $6.96K in Q4 2022. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Bogart Wealth LLC held 15 shares of CDW worth $2.11K as of Q2 2026.
  • Bogart Wealth LLC bought 14 CDW shares in Q2 2026, an estimated $1.76K.
  • CDW made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1444 holding.
  • Bogart Wealth LLC first reported a position in CDW in Q4 2022 and has held it in 6 quarters since.
  • Bogart Wealth LLC's CDW position peaked at $6.96K in Q4 2022.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.