Financial Network Wealth Advisors
CDW icon

Financial Network Wealth Advisors’s CDW CDW Stock Holding History

Financial Network 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
2026
Q3 		$897 Hold
7
– – ﹤0.01% 850
2026
Q2 		$984 Hold
7
– – ﹤0.01% 791
2026
Q1 		$847 Sell
7
-6
-46% -$758 ﹤0.01% 748
2025
Q4 		$1.77K Hold
13
– – ﹤0.01% 699
2025
Q3 		$2.07K Sell
13
-1
-7% -$170 ﹤0.01% 662
2025
Q2 		$2.5K Hold
14
– – ﹤0.01% 607
2025
Q1 		$2.24K Buy
14
+6
+75% +$1.09K ﹤0.01% 582
2024
Q4 		$1.39K Hold
8
– – ﹤0.01% 436
2024
Q3 		$1.81K Hold
8
– – ﹤0.01% 664
2024
Q2 		$1.79K Buy
+8
New +$1.86K ﹤0.01% 759

Other funds holding CDW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Financial Network Wealth Advisors's CDW Position: Q3 2026 in Review

Financial Network Wealth Advisors held its CDW (CDW) position steady in Q3 2026 at 7 shares worth $897. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Financial Network Wealth Advisors first reported a position in CDW in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.5K in Q2 2025. 627 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Financial Network Wealth Advisors held 7 shares of CDW worth $897 as of Q3 2026.
  • Financial Network Wealth Advisors left its CDW share count unchanged in Q3 2026.
  • CDW made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #850 holding.
  • Financial Network Wealth Advisors first reported a position in CDW in Q2 2024 and has held it in 10 quarters since.
  • Financial Network Wealth Advisors's CDW position peaked at $2.5K in Q2 2025.
  • 627 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.