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
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

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return