CW
CDW icon

Curio Wealth’s CDW CDW Stock Holding History

Curio Wealth’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 		– Sell
-1
Closed -$121 – 255
2026
Q1 		$121 Buy
+1
New +$126 ﹤0.01% 930

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

Curio Wealth's CDW Position: Q2 2026 in Review

Curio Wealth sold out of CDW (CDW) in Q2 2026, closing a stake of 1 share — an estimated $121 sold.

Curio Wealth first reported a position in CDW in Q1 2026 and held it in 1 quarter. The position peaked at $121 in Q1 2026. 755 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Curio Wealth reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 CDW share in Q2 2026, an estimated $121.
  • Curio Wealth first reported a position in CDW in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's CDW position peaked at $121 in Q1 2026.
  • 755 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.