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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
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

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 $3.37T 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's CDW Position: Q1 2026 in Review

Cherry Tree Wealth Management held its CDW (CDW) position steady in Q1 2026 at 3 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Cherry Tree Wealth Management first reported a position in CDW in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.94K in Q1 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Cherry Tree Wealth Management held 3 shares of CDW worth $303 as of Q1 2026.
  • Cherry Tree Wealth Management left its CDW share count unchanged in Q1 2026.
  • CDW made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #572 holding.
  • Cherry Tree Wealth Management first reported a position in CDW in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's CDW position peaked at $2.94K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.