CFO
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Callan Family Office’s CDW CDW Stock Holding History

Callan Family Office’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 		$268K Buy
2,215
+548
+33% +$69.2K 0.01% 968
2025
Q4 		$227K Buy
1,667
+207
+14% +$30.5K ﹤0.01% 1016
2025
Q3 		$233K Buy
1,460
+22
+2% +$3.74K 0.01% 784
2025
Q2 		$257K Buy
+1,438
New +$244K 0.01% 814

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

Callan Family Office's CDW Position: Q1 2026 in Review

Callan Family Office increased its CDW (CDW) stake by 33% in Q1 2026, buying an estimated $69.2K and bringing the position to 2,215 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #968.

Callan Family Office first reported a position in CDW in Q2 2025 and has held it in 4 quarters since. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Callan Family Office held 2,215 shares of CDW worth $268K as of Q1 2026.
  • Callan Family Office bought 548 CDW shares in Q1 2026, an estimated $69.2K.
  • CDW made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #968 holding.
  • Callan Family Office first reported a position in CDW in Q2 2025 and has held it in 4 quarters since.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.