CFD
CDW icon

Creative Financial Designs’s CDW CDW Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-14
Closed -$2.25K – 2087
2025
Q3 		$2.25K Hold
14
– – ﹤0.01% 1679
2025
Q2 		$2.51K Buy
14
+13
+1,300% +$2.21K ﹤0.01% 1647
2025
Q1 		$160 Buy
+1
New +$182 ﹤0.01% 1998
2021
Q4 		– Sell
-52
Closed -$9K – 1241
2021
Q3 		$9K Buy
52
+1
+2% +$189 ﹤0.01% 1032
2021
Q2 		$9K Hold
51
– – ﹤0.01% 1037
2021
Q1 		$9K Hold
51
– – ﹤0.01% 946
2020
Q4 		$7K Hold
51
– – ﹤0.01% 912
2020
Q3 		$6K Hold
51
– – ﹤0.01% 884
2020
Q2 		$6K Buy
+51
New +$5.53K ﹤0.01% 835

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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 $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Creative Financial Designs's CDW Position: Q4 2025 in Review

Creative Financial Designs sold out of CDW (CDW) in Q4 2025, closing a stake of 14 shares — an estimated $2.25K sold.

Creative Financial Designs first reported a position in CDW in Q2 2020 and held it in 9 quarters. The position peaked at $9K in Q3 2021. 795 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Creative Financial Designs reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 14 CDW shares in Q4 2025, an estimated $2.25K.
  • Creative Financial Designs first reported a position in CDW in Q2 2020 and held it in 9 quarters.
  • Creative Financial Designs's CDW position peaked at $9K in Q3 2021.
  • 795 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.