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Guardian Wealth Advisors (North Carolina)’s CDW CDW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-1,133
Closed -$202K – 371
2025
Q2 		$202K Buy
+1,133
New +$192K 0.01% 330
2025
Q1 		– Sell
-1,262
Closed -$220K – 533
2024
Q4 		$220K Buy
1,262
+11
+0.9% +$2.14K 0.02% 301
2024
Q3 		$283K Sell
1,251
-14
-1% -$3.11K 0.03% 220
2024
Q2 		$283K Hold
1,265
– – 0.03% 212
2024
Q1 		$323K Sell
1,265
-279
-18% -$66.3K 0.04% 199
2023
Q4 		$351K Sell
1,544
-267
-15% -$56.6K 0.05% 176
2023
Q3 		$365K Sell
1,811
-35
-2% -$6.98K 0.06% 159
2023
Q2 		$339K Buy
1,846
+13
+0.7% +$2.27K 0.06% 160
2023
Q1 		$357K Sell
1,833
-213
-10% -$41.8K 0.06% 150
2022
Q4 		$365K Hold
2,046
– – 0.07% 137
2022
Q3 		$319K Buy
2,046
+191
+10% +$32.7K 0.06% 139
2022
Q2 		$292K Sell
1,855
-1,442
-44% -$242K 0.05% 150
2022
Q1 		$590K Buy
3,297
+1,871
+131% +$342K 0.25% 71
2021
Q4 		$292K Buy
+1,426
New +$271K 0.13% 124

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

Guardian Wealth Advisors (North Carolina)'s CDW Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of CDW (CDW) in Q3 2025, closing a stake of 1,133 shares — an estimated $202K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CDW in Q4 2021 and held it in 14 quarters. The position peaked at $590K in Q1 2022. 817 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,133 CDW shares in Q3 2025, an estimated $202K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in CDW in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Advisors (North Carolina)'s CDW position peaked at $590K in Q1 2022.
  • 817 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.