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
Q2 		$659K Buy
4,689
+2,474
+112% +$311K 0.01% 723
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 $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

Callan Family Office's CDW Position: Q2 2026 in Review

Callan Family Office increased its CDW (CDW) stake by 112% in Q2 2026, buying an estimated $311K and bringing the position to 4,689 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #723.

Callan Family Office first reported a position in CDW in Q2 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Callan Family Office held 4,689 shares of CDW worth $659K as of Q2 2026.
  • Callan Family Office bought 2,474 CDW shares in Q2 2026, an estimated $311K.
  • CDW made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #723 holding.
  • Callan Family Office first reported a position in CDW in Q2 2025 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.