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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return