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Bravera Wealth’s CDW CDW Stock Holding History

Bravera Wealth’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 		– Sell
-85
Closed -$11.6K – 433
2025
Q4 		$11.6K Buy
+85
New +$12.5K 0.01% 261

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

Bravera Wealth's CDW Position: Q1 2026 in Review

Bravera Wealth sold out of CDW (CDW) in Q1 2026, closing a stake of 85 shares — an estimated $11.6K sold.

Bravera Wealth first reported a position in CDW in Q4 2025 and held it in 1 quarter. The position peaked at $11.6K in Q4 2025. 751 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Bravera Wealth reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
  • Bravera Wealth sold 85 CDW shares in Q1 2026, an estimated $11.6K.
  • Bravera Wealth first reported a position in CDW in Q4 2025 and held it in 1 quarter.
  • Bravera Wealth's CDW position peaked at $11.6K in Q4 2025.
  • 751 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Bravera Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.