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Crewe Advisors’s CDW CDW Stock Holding History

Crewe Advisors’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 		– Sell
-9
Closed -$1.23K – 1055
2025
Q4 		$1.23K Buy
+9
New +$1.33K ﹤0.01% 959
2025
Q2 		– Sell
-20
Closed -$3.21K – 762
2025
Q1 		$3.21K Buy
+20
New +$3.63K ﹤0.01% 520
2023
Q1 		– Sell
-23
Closed -$4.11K – 850
2022
Q4 		$4.11K Sell
23
-30
-57% -$5.27K ﹤0.01% 710
2022
Q3 		$8K Buy
53
+30
+130% +$5.14K ﹤0.01% 712
2022
Q2 		$4K Buy
+23
New +$3.87K ﹤0.01% 799
2021
Q1 		– Sell
-36
Closed -$5K – 463
2020
Q4 		$5K Hold
36
– – ﹤0.01% 350
2020
Q3 		$4K Buy
+36
New +$4.12K ﹤0.01% 386

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crewe Advisors's CDW Position: Q1 2026 in Review

Crewe Advisors sold out of CDW (CDW) in Q1 2026, closing a stake of 9 shares — an estimated $1.23K sold.

Crewe Advisors first reported a position in CDW in Q3 2020 and held it in 7 quarters. The position peaked at $8K in Q3 2022. 758 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Crewe Advisors reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 9 CDW shares in Q1 2026, an estimated $1.23K.
  • Crewe Advisors first reported a position in CDW in Q3 2020 and held it in 7 quarters.
  • Crewe Advisors's CDW position peaked at $8K in Q3 2022.
  • 758 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.