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Fifth Third Wealth Advisors’s CDW CDW Stock Holding History

Fifth Third 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
2025
Q3 		– Sell
-1,183
Closed -$211K – 783
2025
Q2 		$211K Sell
1,183
-132
-10% -$22.4K 0.01% 689
2025
Q1 		$211K Buy
1,315
+84
+7% +$15.3K 0.01% 658
2024
Q4 		$214K Buy
1,231
+6
+0.5% +$1.17K 0.01% 670
2024
Q3 		$277K Buy
1,225
+18
+1% +$4K 0.02% 507
2024
Q2 		$270K Buy
+1,207
New +$280K 0.02% 453

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fifth Third Wealth Advisors's CDW Position: Q3 2025 in Review

Fifth Third Wealth Advisors sold out of CDW (CDW) in Q3 2025, closing a stake of 1,183 shares — an estimated $211K sold.

Fifth Third Wealth Advisors first reported a position in CDW in Q2 2024 and held it in 5 quarters. The position peaked at $277K in Q3 2024. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Fifth Third Wealth Advisors reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 1,183 CDW shares in Q3 2025, an estimated $211K.
  • Fifth Third Wealth Advisors first reported a position in CDW in Q2 2024 and held it in 5 quarters.
  • Fifth Third Wealth Advisors's CDW position peaked at $277K in Q3 2024.
  • 819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.