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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
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 +$1.85K ﹤0.01% 759

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Network Wealth Advisors's CDW Position: Q2 2026 in Review

Financial Network Wealth Advisors held its CDW (CDW) position steady in Q2 2026 at 7 shares worth $984. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Financial Network Wealth Advisors first reported a position in CDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.5K in Q2 2025. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Financial Network Wealth Advisors held 7 shares of CDW worth $984 as of Q2 2026.
  • Financial Network Wealth Advisors left its CDW share count unchanged in Q2 2026.
  • CDW made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #791 holding.
  • Financial Network Wealth Advisors first reported a position in CDW in Q2 2024 and has held it in 9 quarters since.
  • Financial Network Wealth Advisors's CDW position peaked at $2.5K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.