Financial Management Professionals’s CDW CDW Stock Holding History

Financial Management Professionals’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	$563	Hold	4	–	–	﹤0.01%	948
2026 Q1	$484	Hold	4	–	–	﹤0.01%	885
2025 Q4	$545	Sell	4 -9	-69%	-$1.33K	﹤0.01%	866
2025 Q3	$2.07K	Buy	13 +1	+8%	+$170	﹤0.01%	713
2025 Q2	$2.14K	Sell	12 -54	-82%	-$9.17K	﹤0.01%	740
2025 Q1	$10.6K	Buy	66 +62	+1,550%	+$11.3K	﹤0.01%	519
2024 Q4	$696	Hold	4	–	–	﹤0.01%	854
2024 Q3	$1K	Hold	4	–	–	﹤0.01%	795
2024 Q2	$1K	Hold	4	–	–	﹤0.01%	755
2024 Q1	$1K	Hold	4	–	–	﹤0.01%	819
2023 Q4	$1K	Hold	4	–	–	﹤0.01%	813
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	763
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	796
2023 Q1	$1K	Hold	4	–	–	﹤0.01%	855
2022 Q4	$1K	Hold	4	–	–	﹤0.01%	801
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	803
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	810
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	854
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	795
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	786
2021 Q2	$1K	Buy	+4	New	+$689	﹤0.01%	742

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 Management Professionals's CDW Position: Q2 2026 in Review

Financial Management Professionals held its CDW (CDW) position steady in Q2 2026 at 4 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Financial Management Professionals first reported a position in CDW in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.6K in Q1 2025. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Financial Management Professionals held 4 shares of CDW worth $563 as of Q2 2026.
Financial Management Professionals left its CDW share count unchanged in Q2 2026.
CDW made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #948 holding.
Financial Management Professionals first reported a position in CDW in Q2 2021 and has held it in 21 quarters since.
Financial Management Professionals's CDW position peaked at $10.6K in Q1 2025.
751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.