CPG
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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
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 		$3.63K 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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return