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Forthright Family Wealth Advisory’s CDW CDW Stock Holding History

Forthright Family Wealth Advisory’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 		– Sell
-1,020
Closed -$261K – 62
2026
Q1 		$261K Buy
+1,020
New +$129K 0.18% 53
2024
Q3 		– Sell
-1,020
Closed -$228K – 65
2024
Q2 		$228K Hold
1,020
– – 0.15% 61
2024
Q1 		$261K Hold
1,020
– – 0.18% 53
2023
Q4 		$232K Buy
+1,020
New +$216K 0.18% 46

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

Forthright Family Wealth Advisory's CDW Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of CDW (CDW) in Q2 2026, closing a stake of 1,020 shares — an estimated $261K sold.

Forthright Family Wealth Advisory first reported a position in CDW in Q4 2023 and held it in 4 quarters. The position peaked at $261K in Q1 2026. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Forthright Family Wealth Advisory reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 1,020 CDW shares in Q2 2026, an estimated $261K.
  • Forthright Family Wealth Advisory first reported a position in CDW in Q4 2023 and held it in 4 quarters.
  • Forthright Family Wealth Advisory's CDW position peaked at $261K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.