Cornerstone Planning Group’s CDW CDW Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-10	Closed	-$1.3K	–	418
2026 Q2	$1.3K	Sell	10 -7	-41%	-$879	﹤0.01%	1434
2026 Q1	$2.33K	Buy	+17	New	+$2.15K	﹤0.01%	1267
2025 Q4	–	Sell	-22	Closed	-$3.45K	–	1732
2025 Q3	$3.45K	Hold	22	–	–	﹤0.01%	1041
2025 Q2	$3.64K	Buy	22 +4	+22%	+$679	﹤0.01%	798
2025 Q1	$2.79K	Buy	18 +15	+500%	+$2.73K	﹤0.01%	901
2024 Q4	$582	Sell	3 -7	-70%	-$1.36K	﹤0.01%	1089
2024 Q3	$2.2K	Hold	10	–	–	﹤0.01%	751
2024 Q2	$2.07K	Buy	10 +9	+900%	+$2.09K	﹤0.01%	758
2024 Q1	$220	Hold	1	–	–	﹤0.01%	1008
2023 Q4	$227	Hold	1	–	–	﹤0.01%	853
2023 Q3	$202	Buy	+1	New	+$199	﹤0.01%	1023

Other funds holding CDW

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cornerstone Planning Group's CDW Position: Q3 2026 in Review

Cornerstone Planning Group sold out of CDW (CDW) in Q3 2026, closing a stake of 10 shares — an estimated $1.3K sold.

Cornerstone Planning Group first reported a position in CDW in Q3 2023 and held it in 11 quarters. The position peaked at $3.64K in Q2 2025. 162 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

Cornerstone Planning Group reported no remaining CDW position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 10 CDW shares in Q3 2026, an estimated $1.3K.
Cornerstone Planning Group first reported a position in CDW in Q3 2023 and held it in 11 quarters.
Cornerstone Planning Group's CDW position peaked at $3.64K in Q2 2025.
162 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.