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Connecticut Wealth Management’s CDW CDW Stock Holding History

Connecticut 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
Q3 		– Sell
-1,128
Closed -$201K – 320
2025
Q2 		$201K Buy
+1,128
New +$192K 0.01% 303
2025
Q1 		– Sell
-1,529
Closed -$266K – 305
2024
Q4 		$266K Sell
1,529
-4,203
-73% -$816K 0.01% 237
2024
Q3 		$1.3M Sell
5,732
-85
-1% -$18.9K 0.06% 133
2024
Q2 		$1.3M Buy
5,817
+56
+1% +$13K 0.07% 128
2024
Q1 		$1.47M Buy
5,761
+44
+0.8% +$10.4K 0.08% 112
2023
Q4 		$1.3M Buy
+5,717
New +$1.21M 0.07% 120

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 $3.38T AUM 44.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Connecticut Wealth Management's CDW Position: Q3 2025 in Review

Connecticut Wealth Management sold out of CDW (CDW) in Q3 2025, closing a stake of 1,128 shares — an estimated $201K sold.

Connecticut Wealth Management first reported a position in CDW in Q4 2023 and held it in 6 quarters. The position peaked at $1.47M in Q1 2024. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Connecticut Wealth Management reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 1,128 CDW shares in Q3 2025, an estimated $201K.
  • Connecticut Wealth Management first reported a position in CDW in Q4 2023 and held it in 6 quarters.
  • Connecticut Wealth Management's CDW position peaked at $1.47M in Q1 2024.
  • 819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Connecticut Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.