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Crestwood Advisors Group’s CDW CDW Stock Holding History

Crestwood Advisors 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 		$367K Buy
2,610
+640
+32% +$80.4K 0.01% 599
2026
Q1 		$238K Buy
1,970
+60
+3% +$7.58K ﹤0.01% 677
2025
Q4 		$260K Buy
+1,910
New +$282K ﹤0.01% 568

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

Crestwood Advisors Group's CDW Position: Q2 2026 in Review

Crestwood Advisors Group increased its CDW (CDW) stake by 32% in Q2 2026, buying an estimated $80.4K and bringing the position to 2,610 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #599.

Crestwood Advisors Group first reported a position in CDW in Q4 2025 and has held it in 3 quarters since. 753 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Crestwood Advisors Group held 2,610 shares of CDW worth $367K as of Q2 2026.
  • Crestwood Advisors Group bought 640 CDW shares in Q2 2026, an estimated $80.4K.
  • CDW made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #599 holding.
  • Crestwood Advisors Group first reported a position in CDW in Q4 2025 and has held it in 3 quarters since.
  • 753 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.