Envestnet Portfolio Solutions
CDW icon

Envestnet Portfolio Solutions’s CDW CDW Stock Holding History

Envestnet Portfolio Solutions’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 		$340K Buy
2,417
+539
+29% +$67.7K ﹤0.01% 1126
2026
Q1 		$227K Sell
1,878
-809
-30% -$102K ﹤0.01% 1226
2025
Q4 		$366K Buy
2,687
+478
+22% +$70.5K ﹤0.01% 1183
2025
Q3 		$352K Sell
2,209
-291
-12% -$49.5K ﹤0.01% 1176
2025
Q2 		$447K Sell
2,500
-2,466
-50% -$419K ﹤0.01% 1151
2025
Q1 		$796K Sell
4,966
-1,081
-18% -$196K ﹤0.01% 869
2024
Q4 		$1.05M Sell
6,047
-3,668
-38% -$713K ﹤0.01% 903
2024
Q3 		$2.2M Buy
9,715
+3
+0% +$666 0.01% 628
2024
Q2 		$2.17M Buy
9,712
+632
+7% +$147K 0.01% 611
2024
Q1 		$2.32M Buy
9,080
+4,661
+105% +$1.11M 0.01% 584
2023
Q4 		$1M Buy
4,419
+82
+2% +$17.4K ﹤0.01% 793
2023
Q3 		$875K Buy
+4,337
New +$865K ﹤0.01% 784

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's CDW Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its CDW (CDW) stake by 29% in Q2 2026, buying an estimated $67.7K and bringing the position to 2,417 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Envestnet Portfolio Solutions first reported a position in CDW in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.32M in Q1 2024. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,417 shares of CDW worth $340K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 539 CDW shares in Q2 2026, an estimated $67.7K.
  • CDW made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1126 holding.
  • Envestnet Portfolio Solutions first reported a position in CDW in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's CDW position peaked at $2.32M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.