Forum Financial Management’s CDW CDW Stock Holding History

Forum Financial Management’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
2025 Q4	–	Sell	-2,060	Closed	-$328K	–	1021
2025 Q3	$328K	Buy	2,060 +344	+20%	+$58.5K	﹤0.01%	688
2025 Q2	$306K	Buy	+1,716	New	+$291K	﹤0.01%	658

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Forum Financial Management's CDW Position: Q4 2025 in Review

Forum Financial Management sold out of CDW (CDW) in Q4 2025, closing a stake of 2,060 shares — an estimated $328K sold.

Forum Financial Management first reported a position in CDW in Q2 2025 and held it in 2 quarters. The position peaked at $328K in Q3 2025. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

Forum Financial Management reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
Forum Financial Management sold 2,060 CDW shares in Q4 2025, an estimated $328K.
Forum Financial Management first reported a position in CDW in Q2 2025 and held it in 2 quarters.
Forum Financial Management's CDW position peaked at $328K in Q3 2025.
797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.