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FSA Wealth Management’s CDW CDW Stock Holding History

FSA Wealth 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
Q3 		$3.98K Hold
25
– – ﹤0.01% 432
2025
Q2 		$4.46K Hold
25
– – ﹤0.01% 400
2025
Q1 		$4.01K Hold
25
– – ﹤0.01% 373
2024
Q4 		$4.35K Hold
25
– – ﹤0.01% 403
2024
Q3 		$5.66K Buy
+25
New +$5.55K ﹤0.01% 386
2024
Q1 		$6.39K Hold
25
– – ﹤0.01% 407
2023
Q4 		$6K Buy
+25
New +$5.3K ﹤0.01% 391

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FSA Wealth Management's CDW Position: Q3 2025 in Review

FSA Wealth Management held its CDW (CDW) position steady in Q3 2025 at 25 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

FSA Wealth Management first reported a position in CDW in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.39K in Q1 2024. 817 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • FSA Wealth Management held 25 shares of CDW worth $3.98K as of Q3 2025.
  • FSA Wealth Management left its CDW share count unchanged in Q3 2025.
  • CDW made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #432 holding.
  • FSA Wealth Management first reported a position in CDW in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's CDW position peaked at $6.39K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.