Cassaday & Co Wealth Management’s CDW CDW Stock Holding History

Cassaday & Co Wealth Management’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	–	Sell	-13	Closed	-$1.57K	–	1330
2026 Q1	$1.57K	Buy	+13	New	+$1.64K	﹤0.01%	1093

Other funds holding CDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassaday & Co Wealth Management's CDW Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of CDW (CDW) in Q2 2026, closing a stake of 13 shares — an estimated $1.57K sold.

Cassaday & Co Wealth Management first reported a position in CDW in Q1 2026 and held it in 1 quarter. The position peaked at $1.57K in Q1 2026. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Cassaday & Co Wealth Management reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
Cassaday & Co Wealth Management sold 13 CDW shares in Q2 2026, an estimated $1.57K.
Cassaday & Co Wealth Management first reported a position in CDW in Q1 2026 and held it in 1 quarter.
Cassaday & Co Wealth Management's CDW position peaked at $1.57K in Q1 2026.
757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.