Empowered Funds’s CDW CDW Stock Holding History

Empowered Funds’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 Q1	$10.8M	Buy	89,461 +76,020	+566%	+$9.61M	0.07%	349
2025 Q4	$1.83M	Buy	13,441 +9,604	+250%	+$1.42M	0.03%	506
2025 Q3	$611K	Sell	3,837 -16,480	-81%	-$2.8M	0.01%	1334
2025 Q2	$3.63M	Buy	20,317 +2,241	+12%	+$381K	0.04%	554
2025 Q1	$2.9M	Buy	18,076 +216	+1%	+$39.2K	0.04%	572
2024 Q4	$3.11M	Sell	17,860 -4,030	-18%	-$783K	0.05%	544
2024 Q3	$4.95M	Buy	21,890 +5,456	+33%	+$1.21M	0.08%	363
2024 Q2	$3.68M	Buy	16,434 +1,292	+9%	+$300K	0.06%	412
2024 Q1	$3.87M	Buy	15,142 +1,707	+13%	+$405K	0.07%	386
2023 Q4	$3.05M	Buy	13,435 +1,787	+15%	+$379K	0.08%	378
2023 Q3	$2.35M	Buy	11,648 +3,632	+45%	+$724K	0.07%	406
2023 Q2	$1.47M	Buy	8,016 +538	+7%	+$94K	0.05%	510
2023 Q1	$1.46M	Buy	7,478 +292	+4%	+$57.3K	0.09%	236
2022 Q4	$1.28M	Buy	7,186 +910	+14%	+$160K	0.18%	229
2022 Q3	$980K	Buy	+6,276	New	+$1.08M	0.09%	176

Other funds holding CDW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return