FourThought Financial Partners’s CDW CDW Stock Holding History

FourThought Financial Partners’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	–	Sell	-1,936	Closed	-$264K	–	410
2025 Q4	$264K	Buy	+1,936	New	+$285K	0.02%	363

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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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FourThought Financial Partners's CDW Position: Q1 2026 in Review

FourThought Financial Partners sold out of CDW (CDW) in Q1 2026, closing a stake of 1,936 shares — an estimated $264K sold.

FourThought Financial Partners first reported a position in CDW in Q4 2025 and held it in 1 quarter. The position peaked at $264K in Q4 2025. 755 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

FourThought Financial Partners reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
FourThought Financial Partners sold 1,936 CDW shares in Q1 2026, an estimated $264K.
FourThought Financial Partners first reported a position in CDW in Q4 2025 and held it in 1 quarter.
FourThought Financial Partners's CDW position peaked at $264K in Q4 2025.
755 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.