DWM
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Diversify Wealth Management’s CDW CDW Stock Holding History

Diversify Wealth Management’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 		$1.44M Buy
10,397
+1,241
+14% +$156K 0.02% 515
2026
Q1 		$1.24M Buy
9,156
+3,068
+50% +$388K 0.02% 530
2025
Q4 		$819K Buy
6,088
+254
+4% +$37.4K 0.04% 357
2025
Q3 		$903K Buy
5,834
+336
+6% +$57.1K 0.05% 287
2025
Q2 		$902K Buy
5,498
+1,197
+28% +$203K 0.06% 287
2025
Q1 		$688K Buy
4,301
+1,069
+33% +$194K 0.05% 297
2024
Q4 		$592K Buy
3,232
+1,011
+46% +$196K 0.05% 319
2024
Q3 		$483K Buy
2,221
+317
+17% +$70.4K 0.05% 323
2024
Q2 		$394K Buy
+1,904
New +$442K 0.05% 316

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's CDW Position: Q2 2026 in Review

Diversify Wealth Management increased its CDW (CDW) stake by 14% in Q2 2026, buying an estimated $156K and bringing the position to 10,397 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #515.

Diversify Wealth Management first reported a position in CDW in Q2 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Diversify Wealth Management held 10,397 shares of CDW worth $1.44M as of Q2 2026.
  • Diversify Wealth Management bought 1,241 CDW shares in Q2 2026, an estimated $156K.
  • CDW made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #515 holding.
  • Diversify Wealth Management first reported a position in CDW in Q2 2024 and has held it in 9 quarters since.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.