Creative Planning
CDW icon

Creative Planning’s CDW CDW Stock Holding History

Creative Planning’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 		$2.99M Buy
24,683
+12,391
+101% +$1.57M ﹤0.01% 1577
2025
Q4 		$1.67M Sell
12,292
-14,661
-54% -$2.16M ﹤0.01% 1861
2025
Q3 		$4.29M Sell
26,953
-1,798
-6% -$306K ﹤0.01% 972
2025
Q2 		$5.13M Buy
28,751
+13,352
+87% +$2.27M ﹤0.01% 744
2025
Q1 		$2.47M Sell
15,399
-1,412
-8% -$257K ﹤0.01% 1052
2024
Q4 		$2.93M Buy
16,811
+2,556
+18% +$497K ﹤0.01% 913
2024
Q3 		$3.23M Buy
14,255
+297
+2% +$65.9K ﹤0.01% 823
2024
Q2 		$3.12M Sell
13,958
-58
-0.4% -$13.5K ﹤0.01% 799
2024
Q1 		$3.58M Buy
14,016
+3,313
+31% +$787K ﹤0.01% 725
2023
Q4 		$2.43M Buy
10,703
+1,253
+13% +$266K ﹤0.01% 832
2023
Q3 		$1.91M Buy
9,450
+1,275
+16% +$254K ﹤0.01% 865
2023
Q2 		$1.5M Buy
8,175
+231
+3% +$40.4K ﹤0.01% 934
2023
Q1 		$1.55M Buy
7,944
+628
+9% +$123K ﹤0.01% 886
2022
Q4 		$1.31M Buy
7,316
+2,294
+46% +$403K ﹤0.01% 912
2022
Q3 		$784K Buy
5,022
+336
+7% +$57.6K ﹤0.01% 1067
2022
Q2 		$738K Buy
4,686
+1,221
+35% +$205K ﹤0.01% 1107
2022
Q1 		$620K Sell
3,465
-17
-0.5% -$3.11K ﹤0.01% 1221
2021
Q4 		$713K Buy
3,482
+326
+10% +$62K ﹤0.01% 1114
2021
Q3 		$574K Sell
3,156
-77
-2% -$14.5K ﹤0.01% 1219
2021
Q2 		$565K Sell
3,233
-212
-6% -$36.5K ﹤0.01% 1206
2021
Q1 		$571K Sell
3,445
-414
-11% -$61.8K ﹤0.01% 1350
2020
Q4 		$509K Sell
3,859
-506
-12% -$66.2K ﹤0.01% 1294
2020
Q3 		$522K Buy
4,365
+989
+29% +$113K ﹤0.01% 1116
2020
Q2 		$392K Sell
3,376
-653
-16% -$70.7K ﹤0.01% 1162
2020
Q1 		$376K Sell
4,029
-966
-19% -$118K ﹤0.01% 1088
2019
Q4 		$713K Buy
4,995
+976
+24% +$129K ﹤0.01% 942
2019
Q3 		$495K Buy
4,019
+1,073
+36% +$123K ﹤0.01% 1069
2019
Q2 		$327K Buy
2,946
+130
+5% +$13.6K ﹤0.01% 1317
2019
Q1 		$271K Buy
2,816
+305
+12% +$27.2K ﹤0.01% 1387
2018
Q4 		$204K Sell
2,511
-157
-6% -$13.5K ﹤0.01% 1477
2018
Q3 		$237K Buy
2,668
+40
+2% +$3.46K ﹤0.01% 1563
2018
Q2 		$212K Buy
+2,628
New +$203K ﹤0.01% 1608
2017
Q4 		– Sell
-3,689
Closed -$243K – 1916
2017
Q3 		$243K Sell
3,689
-783
-18% -$49K ﹤0.01% 1465
2017
Q2 		$280K Buy
4,472
+1,216
+37% +$72.7K ﹤0.01% 1326
2017
Q1 		$188K Buy
3,256
+2,090
+179% +$118K ﹤0.01% 1530
2016
Q4 		$61K Sell
1,166
-2,012
-63% -$98.1K ﹤0.01% 2224
2016
Q3 		$145K Buy
3,178
+1,960
+161% +$86K ﹤0.01% 1600
2016
Q2 		$49K Sell
1,218
-98
-7% -$4.06K ﹤0.01% 2142
2016
Q1 		$55K Buy
1,316
+266
+25% +$10.4K ﹤0.01% 2025
2015
Q4 		$44K Sell
1,050
-104
-9% -$4.53K ﹤0.01% 2207
2015
Q3 		$47K Buy
+1,154
New +$43.7K ﹤0.01% 2085
2015
Q2 		– Sell
-1,146
Closed -$43K – 1393
2015
Q1 		$43K Buy
1,146
+145
+14% +$5.28K ﹤0.01% 2117
2014
Q4 		$35K Buy
+1,001
New +$32.4K ﹤0.01% 2228

Other funds holding CDW

BlackRock
BlackRock New York $5.72T 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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's CDW Position: Q1 2026 in Review

Creative Planning increased its CDW (CDW) stake by 101% in Q1 2026, buying an estimated $1.57M and bringing the position to 24,683 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Creative Planning first reported a position in CDW in Q4 2014 and has held it in 43 quarters since. The position peaked at $5.13M in Q2 2025. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Creative Planning held 24,683 shares of CDW worth $2.99M as of Q1 2026.
  • Creative Planning bought 12,391 CDW shares in Q1 2026, an estimated $1.57M.
  • CDW made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1577 holding.
  • Creative Planning first reported a position in CDW in Q4 2014 and has held it in 43 quarters since.
  • Creative Planning's CDW position peaked at $5.13M in Q2 2025.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.