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Financial Gravity Asset Management’s CDW CDW Stock Holding History

Financial Gravity Asset Management’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
Q4 		– Sell
-23
Closed -$3.69K – 792
2025
Q3 		$3.69K Buy
+23
New +$3.91K ﹤0.01% 718
2025
Q1 		$6.09K Buy
+38
New +$6.91K ﹤0.01% 693
2021
Q3 		– Sell
-40
Closed -$7K – 959
2021
Q2 		$7K Buy
+40
New +$6.89K ﹤0.01% 941
2020
Q4 		$11K Buy
+87
New +$11.4K 0.01% 170
2019
Q3 		– Sell
-8
Closed -$1K – 1219
2019
Q2 		$1K Buy
+8
New +$839 ﹤0.01% 1011

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
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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Financial Gravity Asset Management's CDW Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of CDW (CDW) in Q4 2025, closing a stake of 23 shares — an estimated $3.69K sold.

Financial Gravity Asset Management first reported a position in CDW in Q2 2019 and held it in 5 quarters. The position peaked at $11K in Q4 2020. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 23 CDW shares in Q4 2025, an estimated $3.69K.
  • Financial Gravity Asset Management first reported a position in CDW in Q2 2019 and held it in 5 quarters.
  • Financial Gravity Asset Management's CDW position peaked at $11K in Q4 2020.
  • 797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.