EWP
CDW icon

Elevation Wealth Partners’s CDW CDW Stock Holding History

Elevation Wealth Partners’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 		$23.2K Buy
181
+86
+91% +$12.1K 0.01% 634
2026
Q2 		$13.4K Buy
95
+81
+579% +$10.2K ﹤0.01% 718
2026
Q1 		$1.7K Buy
+14
New +$1.77K ﹤0.01% 936
2025
Q4 		– Sell
-18
Closed -$2.87K – 966
2025
Q3 		$2.87K Buy
+18
New +$3.06K ﹤0.01% 582

Other funds holding CDW

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Elevation Wealth Partners's CDW Position: Q3 2026 in Review

Elevation Wealth Partners increased its CDW (CDW) stake by 91% in Q3 2026, buying an estimated $12.1K and bringing the position to 181 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #634.

Elevation Wealth Partners first reported a position in CDW in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Elevation Wealth Partners held 181 shares of CDW worth $23.2K as of Q3 2026.
  • Elevation Wealth Partners bought 86 CDW shares in Q3 2026, an estimated $12.1K.
  • CDW made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #634 holding.
  • Elevation Wealth Partners first reported a position in CDW in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.