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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return