EPW
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Evolve Private Wealth’s CDW CDW Stock Holding History

Evolve Private Wealth’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 		$381K Sell
2,706
-958
-26% -$120K 0.02% 618
2026
Q1 		$443K Buy
+3,664
New +$463K 0.02% 628

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's CDW Position: Q2 2026 in Review

Evolve Private Wealth reduced its CDW (CDW) stake by 26% in Q2 2026, selling an estimated $120K and leaving 2,706 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #618.

Evolve Private Wealth first reported a position in CDW in Q1 2026 and has held it in 2 quarters since. The position peaked at $443K in Q1 2026. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Evolve Private Wealth held 2,706 shares of CDW worth $381K as of Q2 2026.
  • Evolve Private Wealth sold 958 CDW shares in Q2 2026, an estimated $120K.
  • CDW made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #618 holding.
  • Evolve Private Wealth first reported a position in CDW in Q1 2026 and has held it in 2 quarters since.
  • Evolve Private Wealth's CDW position peaked at $443K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.