CFM
CDW icon

Cornerstone Financial Management’s CDW CDW Stock Holding History

Cornerstone Financial 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
Q2 		$1.69K Buy
12
+1
+9% +$126 ﹤0.01% 899
2026
Q1 		$1.33K Sell
11
-1
-8% -$126 ﹤0.01% 874
2025
Q4 		$1.63K Buy
+12
New +$1.77K ﹤0.01% 756

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 $3.38T AUM 44.17% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Financial Management's CDW Position: Q2 2026 in Review

Cornerstone Financial Management increased its CDW (CDW) stake by 9.1% in Q2 2026, buying an estimated $126 and bringing the position to 12 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Cornerstone Financial Management first reported a position in CDW in Q4 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Cornerstone Financial Management held 12 shares of CDW worth $1.69K as of Q2 2026.
  • Cornerstone Financial Management bought 1 CDW share in Q2 2026, an estimated $126.
  • CDW made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #899 holding.
  • Cornerstone Financial Management first reported a position in CDW in Q4 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.