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GeoWealth Management’s CDW CDW Stock Holding History

GeoWealth 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 		– Sell
-190
Closed -$33.9K – 832
2025
Q2 		$33.9K Buy
+190
New +$32.3K ﹤0.01% 1001
2025
Q1 		– Sell
-117
Closed -$20.4K – 1178
2024
Q4 		$20.4K Sell
117
-412
-78% -$80K ﹤0.01% 1374
2024
Q3 		$120K Sell
529
-27
-5% -$5.99K ﹤0.01% 856
2024
Q2 		$124K Buy
556
+150
+37% +$34.8K 0.01% 757
2024
Q1 		$104K Buy
406
+43
+12% +$10.2K ﹤0.01% 770
2023
Q4 		$83K Sell
363
-188
-34% -$39.8K 0.01% 598
2023
Q3 		$111K Buy
551
+154
+39% +$30.7K 0.01% 327
2023
Q2 		$73K Buy
397
+5
+1% +$873 0.01% 306
2023
Q1 		$76K Sell
392
-36
-8% -$7.07K 0.01% 265
2022
Q4 		$76K Sell
428
-4
-0.9% -$703 0.01% 284
2022
Q3 		$67K Buy
432
+260
+151% +$44.6K 0.01% 284
2022
Q2 		$27K Buy
172
+16
+10% +$2.69K ﹤0.01% 287
2022
Q1 		$28K Buy
156
+11
+8% +$2.01K ﹤0.01% 348
2021
Q4 		$29K Sell
145
-2
-1% -$380 ﹤0.01% 336
2021
Q3 		$26K Sell
147
-312
-68% -$58.9K ﹤0.01% 348
2021
Q2 		$80K Buy
+459
New +$79.1K 0.01% 217

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's CDW Position: Q3 2025 in Review

GeoWealth Management sold out of CDW (CDW) in Q3 2025, closing a stake of 190 shares — an estimated $33.9K sold.

GeoWealth Management first reported a position in CDW in Q2 2021 and held it in 16 quarters. The position peaked at $124K in Q2 2024. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • GeoWealth Management reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 190 CDW shares in Q3 2025, an estimated $33.9K.
  • GeoWealth Management first reported a position in CDW in Q2 2021 and held it in 16 quarters.
  • GeoWealth Management's CDW position peaked at $124K in Q2 2024.
  • 819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.