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
Q2 		$2.85M Buy
20,261
+928
+5% +$117K ﹤0.01% 1196
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 $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

Focus Partners Wealth's CDW Position: Q2 2026 in Review

Focus Partners Wealth increased its CDW (CDW) stake by 4.8% in Q2 2026, buying an estimated $117K and bringing the position to 20,261 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Focus Partners Wealth first reported a position in CDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.1M in Q1 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Focus Partners Wealth held 20,261 shares of CDW worth $2.85M as of Q2 2026.
  • Focus Partners Wealth bought 928 CDW shares in Q2 2026, an estimated $117K.
  • CDW made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1196 holding.
  • Focus Partners Wealth first reported a position in CDW in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's CDW position peaked at $37.1M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.