EWM
CDW icon

Evercore Wealth Management’s CDW CDW Stock Holding History

Evercore Wealth Management’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 		$727K Sell
5,167
-5,984
-54% -$751K 0.01% 254
2026
Q1 		$1.35M Sell
11,151
-446,393
-98% -$56.4M 0.02% 194
2025
Q4 		$62.3M Sell
457,544
-43,597
-9% -$6.43M 0.91% 30
2025
Q3 		$79.8M Sell
501,141
-333
-0.1% -$56.6K 1.17% 25
2025
Q2 		$89.6M Sell
501,474
-8,337
-2% -$1.42M 1.39% 25
2025
Q1 		$81.7M Sell
509,811
-14,255
-3% -$2.59M 1.31% 28
2024
Q4 		$91.2M Sell
524,066
-12,051
-2% -$2.34M 1.37% 25
2024
Q3 		$121M Sell
536,117
-4,298
-0.8% -$954K 1.82% 21
2024
Q2 		$121M Sell
540,415
-938
-0.2% -$218K 1.9% 16
2024
Q1 		$138M Buy
541,353
+3,844
+0.7% +$913K 2.17% 13
2023
Q4 		$122M Buy
537,509
+2,031
+0.4% +$430K 2.05% 15
2023
Q3 		$108M Sell
535,478
-1,394
-0.3% -$278K 2.02% 15
2023
Q2 		$98.5M Buy
536,872
+32
+0% +$5.59K 1.81% 18
2023
Q1 		$105M Sell
536,840
-9,623
-2% -$1.89M 2.09% 13
2022
Q4 		$97.6M Buy
546,463
+5,541
+1% +$974K 2.05% 16
2022
Q3 		$84.4M Buy
540,922
+7,604
+1% +$1.3M 1.9% 15
2022
Q2 		$84M Buy
533,318
+4,002
+0.8% +$673K 1.77% 18
2022
Q1 		$94.7M Buy
529,316
+16,891
+3% +$3.09M 1.67% 19
2021
Q4 		$105M Buy
512,425
+4,247
+0.8% +$807K 1.71% 19
2021
Q3 		$92.5M Sell
508,178
-3,371
-0.7% -$637K 1.67% 20
2021
Q2 		$89.3M Buy
511,549
+7,686
+2% +$1.32M 1.64% 23
2021
Q1 		$83.5M Buy
503,863
+16,127
+3% +$2.41M 1.65% 21
2020
Q4 		$64.3M Buy
487,736
+17,971
+4% +$2.35M 1.39% 30
2020
Q3 		$56.2M Buy
469,765
+74,609
+19% +$8.53M 1.37% 28
2020
Q2 		$45.9M Buy
395,156
+87,255
+28% +$9.45M 1.23% 30
2020
Q1 		$28.7M Buy
307,901
+299,498
+3,564% +$36.7M 0.95% 35
2019
Q4 		$1.2M Sell
8,403
-76
-0.9% -$10.1K 0.03% 193
2019
Q3 		$1.04M Hold
8,479
– – 0.03% 194
2019
Q2 		$941K Sell
8,479
-800
-9% -$83.9K 0.03% 210
2019
Q1 		$894K Buy
9,279
+168
+2% +$15K 0.03% 211
2018
Q4 		$738K Hold
9,111
– – 0.03% 212
2018
Q3 		$810K Buy
9,111
+2,440
+37% +$211K 0.03% 227
2018
Q2 		$539K Buy
6,671
+76
+1% +$5.88K 0.02% 262
2018
Q1 		$464K Sell
6,595
-225
-3% -$16.4K 0.02% 252
2017
Q4 		$474K Hold
6,820
– – 0.02% 262
2017
Q3 		$450K Hold
6,820
– – 0.02% 268
2017
Q2 		$426K Buy
6,820
+225
+3% +$13.5K 0.02% 275
2017
Q1 		$381K Hold
6,595
– – 0.01% 291
2016
Q4 		$344K Hold
6,595
– – 0.01% 291
2016
Q3 		$302K Hold
6,595
– – 0.01% 307
2016
Q2 		$264K Sell
6,595
-1,645
-20% -$68.2K 0.01% 319
2016
Q1 		$342K Sell
8,240
-325
-4% -$12.7K 0.02% 290
2015
Q4 		$360K Hold
8,565
– – 0.02% 292
2015
Q3 		$350K Hold
8,565
– – 0.02% 307
2015
Q2 		$294K Buy
8,565
+4,975
+139% +$186K 0.01% 358
2015
Q1 		$134K Buy
3,590
+2,620
+270% +$95.4K 0.01% 479
2014
Q4 		$34K Buy
+970
New +$31.4K ﹤0.01% 593

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

Evercore Wealth Management's CDW Position: Q2 2026 in Review

Evercore Wealth Management reduced its CDW (CDW) stake by 54% in Q2 2026, selling an estimated $751K and leaving 5,167 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #254.

Evercore Wealth Management first reported a position in CDW in Q4 2014 and has held it in 47 quarters since. The position peaked at $138M in Q1 2024. 753 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Evercore Wealth Management held 5,167 shares of CDW worth $727K as of Q2 2026.
  • Evercore Wealth Management sold 5,984 CDW shares in Q2 2026, an estimated $751K.
  • CDW made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Evercore Wealth Management first reported a position in CDW in Q4 2014 and has held it in 47 quarters since.
  • Evercore Wealth Management's CDW position peaked at $138M in Q1 2024.
  • 753 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.