EQ Wealth Advisors’s CDW CDW Stock Holding History

EQ 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
2025 Q2	–	Sell	-13	Closed	-$2.08K	–	259
2025 Q1	$2.08K	Buy	+13	New	+$2.36K	﹤0.01%	206

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EQ Wealth Advisors's CDW Position: Q2 2025 in Review

EQ Wealth Advisors sold out of CDW (CDW) in Q2 2025, closing a stake of 13 shares — an estimated $2.08K sold.

EQ Wealth Advisors first reported a position in CDW in Q1 2025 and held it in 1 quarter. The position peaked at $2.08K in Q1 2025. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

EQ Wealth Advisors reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
EQ Wealth Advisors sold 13 CDW shares in Q2 2025, an estimated $2.08K.
EQ Wealth Advisors first reported a position in CDW in Q1 2025 and held it in 1 quarter.
EQ Wealth Advisors's CDW position peaked at $2.08K in Q1 2025.
848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on EQ Wealth Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.