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Downshift Financial’s CDW CDW Stock Holding History

Downshift Financial’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
Q3 		$384 Buy
+3
New +$423 ﹤0.01% 634

Other funds holding CDW

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Downshift Financial's CDW Position: Q3 2026 in Review

Downshift Financial opened a new position in CDW (CDW) in Q3 2026: 3 shares worth $384. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings.

105 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Downshift Financial held 3 shares of CDW worth $384 as of Q3 2026.
  • CDW was a new Downshift Financial position in Q3 2026.
  • CDW made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #634 holding.
  • 105 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.