EWM
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
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

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Empirical Wealth Management's CDW Position: Q2 2026 in Review

Empirical Wealth Management increased its CDW (CDW) stake by 23% in Q2 2026, buying an estimated $76.4K and bringing the position to 3,298 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #714.

Empirical Wealth Management first reported a position in CDW in Q4 2021 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Empirical Wealth Management held 3,298 shares of CDW worth $464K as of Q2 2026.
  • Empirical Wealth Management bought 608 CDW shares in Q2 2026, an estimated $76.4K.
  • CDW made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Empirical Wealth Management first reported a position in CDW in Q4 2021 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.