DWM
CDW icon

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
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 $5.7T 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 $74.9B 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 $1.47T 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 $653B AUM 32.41% 1-Year Est. Return