EWA
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EP Wealth Advisors’s CDW CDW Stock Holding History

EP Wealth Advisors’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 		$663K Buy
4,712
+583
+14% +$73.2K ﹤0.01% 905
2026
Q1 		$500K Buy
4,129
+189
+5% +$23.9K ﹤0.01% 901
2025
Q4 		$537K Buy
+3,940
New +$581K ﹤0.01% 850
2025
Q2 		$804K Sell
4,499
-1,362
-23% -$231K 0.01% 625
2025
Q1 		$939K Sell
5,861
-38
-0.6% -$6.91K 0.01% 521
2024
Q4 		$1.03M Buy
5,899
+339
+6% +$65.9K 0.01% 493
2024
Q3 		$1.26M Buy
5,560
+271
+5% +$60.2K 0.01% 444
2024
Q2 		$1.18M Buy
5,289
+6
+0.1% +$1.39K 0.01% 358
2024
Q1 		$1.35M Buy
5,283
+1,069
+25% +$254K 0.02% 327
2023
Q4 		$958K Buy
4,214
+1,857
+79% +$394K 0.01% 373
2023
Q3 		$476K Buy
2,357
+163
+7% +$32.5K 0.01% 471
2023
Q2 		$438K Buy
2,194
+117
+6% +$20.4K 0.01% 495
2023
Q1 		$436K Sell
2,077
-121
-6% -$23.8K 0.01% 424
2022
Q4 		$393K Buy
+2,198
New +$386K 0.01% 423
2022
Q3 		– Sell
-2,337
Closed -$368K – 381
2022
Q2 		$368K Buy
2,337
+4
+0.2% +$672 0.01% 439
2022
Q1 		$417K Buy
2,333
+121
+5% +$22.1K 0.01% 418
2021
Q4 		$453K Buy
2,212
+45
+2% +$8.56K 0.01% 371
2021
Q3 		$394K Buy
2,167
+7
+0.3% +$1.32K 0.01% 377
2021
Q2 		$377K Buy
2,160
+4
+0.2% +$689 0.01% 391
2021
Q1 		$357K Sell
2,156
-392
-15% -$58.5K 0.01% 376
2020
Q4 		$336K Buy
2,548
+260
+11% +$34K 0.01% 328
2020
Q3 		$273K Buy
+2,288
New +$262K 0.01% 303
2020
Q2 		– Sell
-2,354
Closed -$255K – 318
2020
Q1 		$220K Buy
2,354
+132
+6% +$16.2K 0.01% 340
2019
Q4 		$317K Buy
2,222
+59
+3% +$7.81K 0.01% 322
2019
Q3 		$267K Hold
2,163
– – 0.01% 297
2019
Q2 		$240K Buy
2,163
+7
+0.3% +$734 0.02% 270
2019
Q1 		$208K Buy
+2,156
New +$192K 0.02% 231

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's CDW Position: Q2 2026 in Review

EP Wealth Advisors increased its CDW (CDW) stake by 14% in Q2 2026, buying an estimated $73.2K and bringing the position to 4,712 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

EP Wealth Advisors first reported a position in CDW in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.35M in Q1 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • EP Wealth Advisors held 4,712 shares of CDW worth $663K as of Q2 2026.
  • EP Wealth Advisors bought 583 CDW shares in Q2 2026, an estimated $73.2K.
  • CDW made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #905 holding.
  • EP Wealth Advisors first reported a position in CDW in Q1 2019 and has held it in 27 quarters since.
  • EP Wealth Advisors's CDW position peaked at $1.35M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.