Empirical Wealth Management
CDW icon

Empirical Wealth Management’s CDW CDW Stock Holding History

Empirical 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
Q3 		$455K Buy
3,553
+255
+8% +$35.9K 0.01% 802
2026
Q2 		$464K Buy
3,298
+608
+23% +$76.4K 0.01% 714
2026
Q1 		$326K Buy
2,690
+838
+45% +$106K 0.01% 762
2025
Q4 		$252K Buy
1,852
+456
+33% +$67.2K ﹤0.01% 762
2025
Q3 		$222K Buy
+1,396
New +$237K ﹤0.01% 721
2022
Q1 		– Sell
-1,031
Closed -$211K – 505
2021
Q4 		$211K Buy
+1,031
New +$196K 0.01% 490

Other funds holding CDW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Empirical Wealth Management's CDW Position: Q3 2026 in Review

Empirical Wealth Management increased its CDW (CDW) stake by 7.7% in Q3 2026, buying an estimated $35.9K and bringing the position to 3,553 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #802.

Empirical Wealth Management first reported a position in CDW in Q4 2021 and has held it in 6 quarters since. The position peaked at $464K in Q2 2026. 448 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Empirical Wealth Management held 3,553 shares of CDW worth $455K as of Q3 2026.
  • Empirical Wealth Management bought 255 CDW shares in Q3 2026, an estimated $35.9K.
  • CDW made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #802 holding.
  • Empirical Wealth Management first reported a position in CDW in Q4 2021 and has held it in 6 quarters since.
  • Empirical Wealth Management's CDW position peaked at $464K in Q2 2026.
  • 448 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.