Golden State Wealth Management’s CDW CDW Stock Holding History

Golden State 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
2026 Q2	$7.97K	Buy	56 +7	+14%	+$879	﹤0.01%	1162
2026 Q1	$5.99K	Sell	49 -29	-37%	-$3.66K	﹤0.01%	1184
2025 Q4	$10.7K	Hold	78	–	–	﹤0.01%	1086
2025 Q3	$12.4K	Hold	78	–	–	﹤0.01%	1049
2025 Q2	$13.9K	Hold	78	–	–	﹤0.01%	977
2025 Q1	$12.5K	Hold	78	–	–	﹤0.01%	935
2024 Q4	$13.6K	Buy	+78	New	+$15.2K	﹤0.01%	868
2020 Q2	–	Sell	-694	Closed	-$65K	–	295
2020 Q1	$65K	Buy	+694	New	+$85K	0.03%	313
2019 Q4	–	Sell	-944	Closed	-$116K	–	181
2019 Q3	$116K	Buy	944 +250	+36%	+$28.7K	0.04%	292
2019 Q2	$77K	Hold	694	–	–	0.02%	373
2019 Q1	$67K	Buy	+694	New	+$61.9K	0.02%	384

Other funds holding CDW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

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

Golden State Wealth Management's CDW Position: Q2 2026 in Review

Golden State Wealth Management increased its CDW (CDW) stake by 14% in Q2 2026, buying an estimated $879 and bringing the position to 56 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Golden State Wealth Management first reported a position in CDW in Q1 2019 and has held it in 11 quarters since. The position peaked at $116K in Q3 2019. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Golden State Wealth Management held 56 shares of CDW worth $7.97K as of Q2 2026.
Golden State Wealth Management bought 7 CDW shares in Q2 2026, an estimated $879.
CDW made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1162 holding.
Golden State Wealth Management first reported a position in CDW in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's CDW position peaked at $116K in Q3 2019.
751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.