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CBIZ Investment Advisory Services’s CDW CDW Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q4 		– Sell
-3
Closed -$442 – 765
2025
Q3 		$491 Sell
3
-3
-50% -$510 ﹤0.01% 643
2025
Q2 		$1.09K Buy
+6
New +$1.02K ﹤0.01% 588
2025
Q1 		– Sell
-10
Closed -$1.82K – 613
2024
Q4 		$1.75K Hold
10
– – ﹤0.01% 409
2024
Q3 		$2.28K Hold
10
– – ﹤0.01% 333
2024
Q2 		$2.25K Hold
10
– – ﹤0.01% 327
2024
Q1 		$2.56K Buy
+10
New +$2.38K ﹤0.01% 299

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CBIZ Investment Advisory Services's CDW Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of CDW (CDW) in Q4 2025, closing a stake of 3 shares — an estimated $442 sold.

CBIZ Investment Advisory Services first reported a position in CDW in Q1 2024 and held it in 6 quarters. The position peaked at $2.56K in Q1 2024. 796 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 3 CDW shares in Q4 2025, an estimated $442.
  • CBIZ Investment Advisory Services first reported a position in CDW in Q1 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's CDW position peaked at $2.56K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.