Cherry Tree Wealth Management’s CDW CDW Stock Holding History

Cherry Tree 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 Q3	$321	Hold	3	–	–	﹤0.01%	566
2026 Q2	$352	Hold	3	–	–	﹤0.01%	576
2026 Q1	$303	Hold	3	–	–	﹤0.01%	572
2025 Q4	$341	Sell	3 -9	-75%	-$1.33K	﹤0.01%	576
2025 Q3	$1.83K	Hold	12	–	–	﹤0.01%	521
2025 Q2	$2.05K	Hold	12	–	–	﹤0.01%	531
2025 Q1	$1.84K	Hold	12	–	–	﹤0.01%	641
2024 Q4	$2K	Hold	12	–	–	﹤0.01%	542
2024 Q3	$2.6K	Hold	12	–	–	﹤0.01%	519
2024 Q2	$2.58K	Hold	12	–	–	﹤0.01%	503
2024 Q1	$2.94K	Hold	12	–	–	﹤0.01%	482
2023 Q4	$2.62K	Hold	12	–	–	﹤0.01%	485
2023 Q3	$2.32K	Hold	12	–	–	﹤0.01%	474
2023 Q2	$2.11K	Buy	+12	New	+$2.1K	﹤0.01%	488

Other funds holding CDW

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cherry Tree Wealth Management's CDW Position: Q3 2026 in Review

Cherry Tree Wealth Management held its CDW (CDW) position steady in Q3 2026 at 3 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Cherry Tree Wealth Management first reported a position in CDW in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.94K in Q1 2024. 215 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

Cherry Tree Wealth Management held 3 shares of CDW worth $321 as of Q3 2026.
Cherry Tree Wealth Management left its CDW share count unchanged in Q3 2026.
CDW made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #566 holding.
Cherry Tree Wealth Management first reported a position in CDW in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's CDW position peaked at $2.94K in Q1 2024.
215 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.