EWA
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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its CDW (CDW) stake by 4.6% in Q2 2026, selling an estimated $11.1K and leaving 1,816 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #889.

EverSource Wealth Advisors first reported a position in CDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $840K in Q1 2022. 286 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • EverSource Wealth Advisors held 1,816 shares of CDW worth $255K as of Q2 2026.
  • EverSource Wealth Advisors sold 88 CDW shares in Q2 2026, an estimated $11.1K.
  • CDW made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #889 holding.
  • EverSource Wealth Advisors first reported a position in CDW in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CDW position peaked at $840K in Q1 2022.
  • 286 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.