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Ergawealth Advisors’s CDW CDW Stock Holding History

Ergawealth 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
Q4 		– Sell
-1,373
Closed -$219K – 55
2025
Q3 		$219K Buy
1,373
+61
+5% +$10.4K 0.1% 57
2025
Q2 		$234K Buy
1,312
+5
+0.4% +$849 0.11% 58
2025
Q1 		$210K Buy
1,307
+4
+0.3% +$727 0.1% 58
2024
Q4 		$227K Buy
1,303
+5
+0.4% +$971 0.11% 60
2024
Q3 		$294K Buy
1,298
+4
+0.3% +$888 0.15% 52
2024
Q2 		$290K Buy
1,294
+3
+0.2% +$696 0.16% 52
2024
Q1 		$330K Buy
1,291
+4
+0.3% +$950 0.18% 46
2023
Q4 		$293K Buy
1,287
+3
+0.2% +$636 0.18% 43
2023
Q3 		$259K Hold
1,284
– – 0.18% 42
2023
Q2 		$236K Buy
1,284
+5
+0.4% +$873 0.16% 43
2023
Q1 		$249K Buy
1,279
+3
+0.2% +$589 0.2% 36
2022
Q4 		$228K Buy
+1,276
New +$224K 0.21% 45

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ergawealth Advisors's CDW Position: Q4 2025 in Review

Ergawealth Advisors sold out of CDW (CDW) in Q4 2025, closing a stake of 1,373 shares — an estimated $219K sold.

Ergawealth Advisors first reported a position in CDW in Q4 2022 and held it in 12 quarters. The position peaked at $330K in Q1 2024. 796 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Ergawealth Advisors reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Ergawealth Advisors sold 1,373 CDW shares in Q4 2025, an estimated $219K.
  • Ergawealth Advisors first reported a position in CDW in Q4 2022 and held it in 12 quarters.
  • Ergawealth Advisors's CDW position peaked at $330K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Ergawealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.