EverSource Wealth Advisors
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EverSource Wealth Advisors’s CDW CDW Stock Holding History

EverSource 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
Q3 		$260K Buy
2,029
+213
+12% +$30K 0.01% 896
2026
Q2 		$255K Sell
1,816
-88
-5% -$11.1K 0.01% 889
2026
Q1 		$230K Buy
1,904
+808
+74% +$102K 0.01% 974
2025
Q4 		$149K Sell
1,096
-858
-44% -$127K 0.01% 1102
2025
Q3 		$311K Sell
1,954
-106
-5% -$18K 0.01% 713
2025
Q2 		$368K Buy
2,060
+376
+22% +$63.9K 0.02% 575
2025
Q1 		$270K Buy
1,684
+971
+136% +$176K 0.01% 559
2024
Q4 		$124K Sell
713
-886
-55% -$172K 0.01% 838
2024
Q3 		$362K Buy
1,599
+251
+19% +$55.7K 0.02% 396
2024
Q2 		$294K Buy
1,348
+231
+21% +$53.6K 0.02% 444
2024
Q1 		$270K Sell
1,117
-27
-2% -$6.41K 0.02% 408
2023
Q4 		$260K Buy
1,144
+54
+5% +$11.4K 0.02% 376
2023
Q3 		$220K Buy
1,090
+139
+15% +$27.7K 0.02% 380
2023
Q2 		$174K Buy
951
+89
+10% +$15.5K 0.02% 433
2023
Q1 		$168K Buy
862
+88
+11% +$17.3K 0.02% 404
2022
Q4 		$138K Sell
774
-238
-24% -$41.8K 0.02% 426
2022
Q3 		$158K Buy
1,012
+345
+52% +$59.1K 0.04% 332
2022
Q2 		$105K Sell
667
-4,029
-86% -$677K 0.03% 362
2022
Q1 		$840K Buy
4,696
+2,544
+118% +$466K 0.21% 88
2021
Q4 		$441K Buy
+2,152
New +$409K 0.12% 130

Other funds holding CDW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

EverSource Wealth Advisors's CDW Position: Q3 2026 in Review

EverSource Wealth Advisors increased its CDW (CDW) stake by 12% in Q3 2026, buying an estimated $30K and bringing the position to 2,029 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #896.

EverSource Wealth Advisors first reported a position in CDW in Q4 2021 and has held it in 20 quarters since. The position peaked at $840K in Q1 2022. 411 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • EverSource Wealth Advisors held 2,029 shares of CDW worth $260K as of Q3 2026.
  • EverSource Wealth Advisors bought 213 CDW shares in Q3 2026, an estimated $30K.
  • CDW made up 0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #896 holding.
  • EverSource Wealth Advisors first reported a position in CDW in Q4 2021 and has held it in 20 quarters since.
  • EverSource Wealth Advisors's CDW position peaked at $840K in Q1 2022.
  • 411 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.