GRP
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Global Retirement Partners’s CDW CDW Stock Holding History

Global Retirement 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
Q2 		$246K Buy
+1,749
New +$220K ﹤0.01% 1451
2025
Q4 		$63.7K Buy
468
+168
+56% +$24.8K ﹤0.01% 2208
2025
Q3 		$47.8K Sell
300
-36
-11% -$6.12K ﹤0.01% 1915
2025
Q2 		$60K Buy
+336
New +$57.1K ﹤0.01% 1674
2024
Q4 		$92.4K Buy
531
+75
+16% +$14.6K ﹤0.01% 1314
2024
Q3 		$103K Buy
456
+28
+7% +$6.22K ﹤0.01% 1228
2024
Q2 		$95.8K Sell
428
-283
-40% -$65.6K ﹤0.01% 1224
2024
Q1 		$182K Buy
711
+71
+11% +$16.9K 0.01% 828
2023
Q4 		$141K Buy
640
+31
+5% +$6.57K 0.01% 889
2023
Q3 		$125K Buy
609
+9
+2% +$1.79K 0.01% 844
2023
Q2 		$110K Buy
600
+14
+2% +$2.45K 0.01% 908
2023
Q1 		$96.7K Buy
586
+322
+122% +$63.2K 0.01% 935
2022
Q4 		$47.2K Sell
264
-3
-1% -$527 ﹤0.01% 1113
2022
Q3 		$46K Buy
267
+11
+4% +$1.89K ﹤0.01% 1052
2022
Q2 		$40K Buy
256
+17
+7% +$2.86K ﹤0.01% 1066
2022
Q1 		$38K Buy
+239
New +$43.7K ﹤0.01% 1102
2021
Q4 		– Sell
-76
Closed -$14K – 469
2021
Q3 		$14K Buy
76
+46
+153% +$8.69K ﹤0.01% 1309
2021
Q2 		$5K Buy
+30
New +$5.17K ﹤0.01% 1554
2020
Q4 		– Sell
-48
Closed -$6K – 1736
2020
Q3 		$6K Buy
48
+18
+60% +$2.06K ﹤0.01% 1268
2020
Q2 		$3K Hold
30
– – ﹤0.01% 1378
2020
Q1 		$3K Hold
30
– – ﹤0.01% 1318
2019
Q4 		$4K Hold
30
– – ﹤0.01% 1363
2019
Q3 		$4K Buy
30
+13
+76% +$1.49K ﹤0.01% 1330
2019
Q2 		$2K Buy
+17
New +$1.78K ﹤0.01% 1425
2017
Q1 		– Sell
-42
Closed -$2K – 1097
2016
Q4 		$2K Buy
+42
New +$2.05K ﹤0.01% 948

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

Global Retirement Partners's CDW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in CDW (CDW) in Q2 2026: 1,749 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CDW as recently as Q4 2025.

Global Retirement Partners first reported a position in CDW in Q4 2016 and has held it in 25 quarters since. 756 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Global Retirement Partners held 1,749 shares of CDW worth $246K as of Q2 2026.
  • CDW was a new Global Retirement Partners position in Q2 2026.
  • CDW made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1451 holding.
  • Global Retirement Partners first reported a position in CDW in Q4 2016 and has held it in 25 quarters since.
  • 756 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.