Financial Consulate’s CDW CDW Stock Holding History

Financial Consulate’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	$7.74K	Hold	55	–	–	﹤0.01%	746
2026 Q1	$6.66K	Buy	+55	New	+$6.95K	﹤0.01%	735

Other funds holding CDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Consulate's CDW Position: Q2 2026 in Review

Financial Consulate held its CDW (CDW) position steady in Q2 2026 at 55 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Financial Consulate first reported a position in CDW in Q1 2026 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Financial Consulate held 55 shares of CDW worth $7.74K as of Q2 2026.
Financial Consulate left its CDW share count unchanged in Q2 2026.
CDW made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #746 holding.
Financial Consulate first reported a position in CDW in Q1 2026 and has held it in 2 quarters since.
757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.