CCA
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Checchi Capital Advisers’s CDW CDW Stock Holding History

Checchi Capital Advisers’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
-1,311
Closed -$209K – 554
2025
Q3 		$209K Sell
1,311
-356
-21% -$60.5K 0.01% 531
2025
Q2 		$298K Buy
1,667
+249
+18% +$42.3K 0.02% 459
2025
Q1 		$227K Buy
1,418
+129
+10% +$23.4K 0.01% 531
2024
Q4 		$224K Sell
1,289
-178
-12% -$34.6K 0.01% 518
2024
Q3 		$332K Sell
1,467
-52
-3% -$11.5K 0.02% 427
2024
Q2 		$340K Sell
1,519
-24
-2% -$5.57K 0.02% 403
2024
Q1 		$395K Buy
1,543
+41
+3% +$9.74K 0.03% 382
2023
Q4 		$341K Buy
1,502
+50
+3% +$10.6K 0.03% 395
2023
Q3 		$293K Sell
1,452
-48
-3% -$9.57K 0.03% 409
2023
Q2 		$275K Buy
1,500
+15
+1% +$2.62K 0.02% 451
2023
Q1 		$289K Buy
1,485
+119
+9% +$23.4K 0.03% 425
2022
Q4 		$244K Sell
1,366
-193
-12% -$33.9K 0.03% 464
2022
Q3 		$243K Buy
1,559
+60
+4% +$10.3K 0.02% 447
2022
Q2 		$272K Buy
1,499
+230
+18% +$38.7K 0.02% 450
2022
Q1 		$227K Buy
1,269
+5
+0.4% +$915 0.02% 487
2021
Q4 		$259K Buy
1,264
+89
+8% +$16.9K 0.02% 432
2021
Q3 		$214K Sell
1,175
-627
-35% -$118K 0.02% 467
2021
Q2 		$315K Buy
1,802
+117
+7% +$20.2K 0.03% 350
2021
Q1 		$279K Buy
+1,685
New +$252K 0.03% 391
2016
Q3 		– Sell
-376
Closed -$15K – 534
2016
Q2 		$15K Hold
376
– – ﹤0.01% 1218
2016
Q1 		$16K Buy
+376
New +$14.7K ﹤0.01% 1215

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 $3.38T 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
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

Checchi Capital Advisers's CDW Position: Q4 2025 in Review

Checchi Capital Advisers sold out of CDW (CDW) in Q4 2025, closing a stake of 1,311 shares — an estimated $209K sold.

Checchi Capital Advisers first reported a position in CDW in Q1 2016 and held it in 21 quarters. The position peaked at $395K in Q1 2024. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Checchi Capital Advisers reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,311 CDW shares in Q4 2025, an estimated $209K.
  • Checchi Capital Advisers first reported a position in CDW in Q1 2016 and held it in 21 quarters.
  • Checchi Capital Advisers's CDW position peaked at $395K in Q1 2024.
  • 797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Checchi Capital Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.