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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
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 		$3.63K 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 $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 $3.37T AUM 44.26% 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 Planning Group's CDW Position: Q2 2026 in Review

Cornerstone Planning Group reduced its CDW (CDW) stake by 41% in Q2 2026, selling an estimated $879 and leaving 10 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Cornerstone Planning Group first reported a position in CDW in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.63K in Q2 2025. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Cornerstone Planning Group held 10 shares of CDW worth $1.3K as of Q2 2026.
  • Cornerstone Planning Group sold 7 CDW shares in Q2 2026, an estimated $879.
  • CDW made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1434 holding.
  • Cornerstone Planning Group first reported a position in CDW in Q3 2023 and has held it in 11 quarters since.
  • Cornerstone Planning Group's CDW position peaked at $3.63K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.