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Grey Fox Wealth Advisors’s CDW CDW Stock Holding History

Grey Fox Wealth Advisors’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
Q4 		– Sell
-10
Closed -$1.64K – 202
2025
Q3 		$1.64K Buy
+10
New +$1.7K ﹤0.01% 552
2023
Q2 		– Sell
-44
Closed -$8.57K – 166
2023
Q1 		$8.57K Buy
44
+34
+340% +$6.68K 0.01% 320
2022
Q4 		$1.79K Buy
+10
New +$1.76K ﹤0.01% 346

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Grey Fox Wealth Advisors's CDW Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of CDW (CDW) in Q4 2025, closing a stake of 10 shares — an estimated $1.64K sold.

Grey Fox Wealth Advisors first reported a position in CDW in Q4 2022 and held it in 3 quarters. The position peaked at $8.57K in Q1 2023. 795 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 10 CDW shares in Q4 2025, an estimated $1.64K.
  • Grey Fox Wealth Advisors first reported a position in CDW in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's CDW position peaked at $8.57K in Q1 2023.
  • 795 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.