CWM
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Congress Wealth Management’s CDW CDW Stock Holding History

Congress 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
2025
Q2 		$4.47M Buy
25,016
+4,024
+19% +$683K 0.04% 410
2025
Q1 		$3.37M Buy
20,992
+5,614
+37% +$1.02M 0.04% 388
2024
Q4 		$2.68M Buy
15,378
+385
+3% +$74.8K 0.04% 368
2024
Q3 		$3.39M Buy
14,993
+468
+3% +$104K 0.05% 349
2024
Q2 		$3.25M Buy
14,525
+1,524
+12% +$353K 0.05% 295
2024
Q1 		$3.33M Buy
13,001
+649
+5% +$154K 0.06% 265
2023
Q4 		$2.81M Buy
12,352
+362
+3% +$76.7K 0.05% 281
2023
Q3 		$2.42M Buy
11,990
+1,210
+11% +$241K 0.05% 280
2023
Q2 		$1.98M Buy
10,780
+513
+5% +$89.6K 0.05% 262
2023
Q1 		$2M Buy
10,267
+1,062
+12% +$209K 0.05% 265
2022
Q4 		$1.64M Buy
9,205
+1,104
+14% +$194K 0.04% 284
2022
Q3 		$1.26M Buy
8,101
+1,244
+18% +$213K 0.03% 312
2022
Q2 		$1.08M Buy
6,857
+491
+8% +$82.5K 0.03% 324
2022
Q1 		$1.14M Buy
6,366
+625
+11% +$114K 0.02% 335
2021
Q4 		$1.18M Buy
+5,741
New +$1.09M 0.02% 354

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's CDW Position: Q2 2025 in Review

Congress Wealth Management increased its CDW (CDW) stake by 19% in Q2 2025, buying an estimated $683K and bringing the position to 25,016 shares worth $4.47M. The position accounts for 0.04% of the portfolio, ranked #410.

Congress Wealth Management first reported a position in CDW in Q4 2021 and has held it in 15 quarters since. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Congress Wealth Management held 25,016 shares of CDW worth $4.47M as of Q2 2025.
  • Congress Wealth Management bought 4,024 CDW shares in Q2 2025, an estimated $683K.
  • CDW made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #410 holding.
  • Congress Wealth Management first reported a position in CDW in Q4 2021 and has held it in 15 quarters since.
  • 848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.