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Halbert Hargrove Global Advisors’s CDW CDW Stock Holding History

Halbert Hargrove Global 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
-81
Closed -$12.9K – 422
2025
Q3 		$12.9K Buy
+81
New +$13.8K ﹤0.01% 296
2025
Q2 		– Sell
-1
Closed -$161 – 369
2025
Q1 		$161 Buy
+1
New +$182 ﹤0.01% 608

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 $3.37T 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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Halbert Hargrove Global Advisors's CDW Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of CDW (CDW) in Q4 2025, closing a stake of 81 shares — an estimated $12.9K sold.

Halbert Hargrove Global Advisors first reported a position in CDW in Q1 2025 and held it in 2 quarters. The position peaked at $12.9K in Q3 2025. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 81 CDW shares in Q4 2025, an estimated $12.9K.
  • Halbert Hargrove Global Advisors first reported a position in CDW in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's CDW position peaked at $12.9K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.