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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CDW CDW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$114K Buy
812
+291
+56% +$36.5K 0.03% 236
2026
Q1 		$63.1K Buy
+521
New +$65.8K 0.02% 275

Other funds holding CDW

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CDW Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its CDW (CDW) stake by 56% in Q2 2026, buying an estimated $36.5K and bringing the position to 812 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #236.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CDW in Q1 2026 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 812 shares of CDW worth $114K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 291 CDW shares in Q2 2026, an estimated $36.5K.
  • CDW made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #236 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CDW in Q1 2026 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.