FNWA
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
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 +$1.85K ﹤0.01% 759

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Network Wealth Advisors's CDW Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its CDW (CDW) stake by 46% in Q1 2026, selling an estimated $758 and leaving 7 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Financial Network Wealth Advisors first reported a position in CDW in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.5K in Q2 2025. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Financial Network Wealth Advisors held 7 shares of CDW worth $847 as of Q1 2026.
  • Financial Network Wealth Advisors sold 6 CDW shares in Q1 2026, an estimated $758.
  • CDW made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #748 holding.
  • Financial Network Wealth Advisors first reported a position in CDW in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's CDW position peaked at $2.5K in Q2 2025.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.