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Dogwood Wealth Management’s CDW CDW Stock Holding History

Dogwood 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
2025
Q4 		– Sell
-7
Closed -$1.03K – 753
2025
Q3 		$1.11K Sell
7
-17
-71% -$2.89K ﹤0.01% 593
2025
Q2 		$4.34K Buy
24
+22
+1,100% +$3.74K ﹤0.01% 480
2025
Q1 		$321 Sell
2
-3,011
-100% -$547K ﹤0.01% 489
2024
Q4 		$524K Buy
3,013
+819
+37% +$159K 0.28% 77
2024
Q3 		$497K Buy
2,194
+1,301
+146% +$289K 0.29% 70
2024
Q2 		$200K Buy
893
+464
+108% +$108K 0.12% 77
2024
Q1 		$110K Buy
429
+76
+22% +$18.1K 0.07% 97
2023
Q4 		$80.2K Buy
+353
New +$74.8K 0.06% 107

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dogwood Wealth Management's CDW Position: Q4 2025 in Review

Dogwood Wealth Management sold out of CDW (CDW) in Q4 2025, closing a stake of 7 shares — an estimated $1.03K sold.

Dogwood Wealth Management first reported a position in CDW in Q4 2023 and held it in 8 quarters. The position peaked at $524K in Q4 2024. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Dogwood Wealth Management reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 7 CDW shares in Q4 2025, an estimated $1.03K.
  • Dogwood Wealth Management first reported a position in CDW in Q4 2023 and held it in 8 quarters.
  • Dogwood Wealth Management's CDW position peaked at $524K in Q4 2024.
  • 797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.