Focus Partners Wealth
CDW icon

Focus Partners Wealth’s CDW CDW Stock Holding History

Focus Partners Wealth’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 		$2.39M Sell
19,333
-37,182
-66% -$4.7M ﹤0.01% 1241
2025
Q4 		$7.7M Buy
56,515
+48,126
+574% +$7.1M 0.01% 793
2025
Q3 		$1.34M Sell
8,389
-1,607
-16% -$273K ﹤0.01% 1165
2025
Q2 		$1.79M Sell
9,996
-1,917
-16% -$326K ﹤0.01% 937
2025
Q1 		$1.91M Sell
11,913
-136,806
-92% -$24.9M ﹤0.01% 857
2024
Q4 		$25.9M Sell
148,719
-3,123
-2% -$607K 0.07% 268
2024
Q3 		$34.4M Buy
151,842
+1,130
+0.7% +$251K 0.11% 189
2024
Q2 		$33.7M Buy
150,712
+5,630
+4% +$1.31M 0.11% 178
2024
Q1 		$37.1M Buy
145,082
+8,548
+6% +$2.03M 0.3% 80
2023
Q4 		$31M Buy
+136,534
New +$28.9M 0.41% 60

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

Focus Partners Wealth's CDW Position: Q1 2026 in Review

Focus Partners Wealth reduced its CDW (CDW) stake by 66% in Q1 2026, selling an estimated $4.7M and leaving 19,333 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Focus Partners Wealth first reported a position in CDW in Q4 2023 and has held it in 10 quarters since. The position peaked at $37.1M in Q1 2024. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Focus Partners Wealth held 19,333 shares of CDW worth $2.39M as of Q1 2026.
  • Focus Partners Wealth sold 37,182 CDW shares in Q1 2026, an estimated $4.7M.
  • CDW made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1241 holding.
  • Focus Partners Wealth first reported a position in CDW in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's CDW position peaked at $37.1M in Q1 2024.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.