HWM
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HB Wealth Management’s CDW CDW Stock Holding History

HB 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 		$970K Buy
6,896
+445
+7% +$55.9K 0.01% 761
2026
Q1 		$781K Buy
6,451
+1,878
+41% +$237K 0.01% 773
2025
Q4 		$623K Sell
4,573
-1,232
-21% -$182K ﹤0.01% 808
2025
Q3 		$925K Buy
5,805
+245
+4% +$41.6K 0.01% 634
2025
Q2 		$993K Sell
5,560
-2,946
-35% -$500K 0.01% 532
2025
Q1 		$1.36M Buy
8,506
+5,516
+184% +$1M 0.01% 469
2024
Q4 		$520K Sell
2,990
-400
-12% -$77.7K 0.01% 610
2024
Q3 		$767K Buy
3,390
+736
+28% +$163K 0.01% 449
2024
Q2 		$594K Buy
2,654
+1,111
+72% +$258K 0.01% 494
2024
Q1 		$395K Buy
1,543
+75
+5% +$17.8K 0.01% 565
2023
Q4 		$334K Sell
1,468
-315
-18% -$66.8K ﹤0.01% 571
2023
Q3 		$360K Buy
1,783
+439
+33% +$87.5K 0.01% 519
2023
Q2 		$247K Sell
1,344
-101
-7% -$17.6K ﹤0.01% 604
2023
Q1 		$282K Buy
1,445
+111
+8% +$21.8K ﹤0.01% 552
2022
Q4 		$238K Buy
+1,334
New +$234K ﹤0.01% 591
2022
Q1 		– Sell
-1,214
Closed -$249K – 595
2021
Q4 		$249K Buy
+1,214
New +$231K 0.01% 433

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

HB Wealth Management's CDW Position: Q2 2026 in Review

HB Wealth Management increased its CDW (CDW) stake by 6.9% in Q2 2026, buying an estimated $55.9K and bringing the position to 6,896 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #761.

HB Wealth Management first reported a position in CDW in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2025. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • HB Wealth Management held 6,896 shares of CDW worth $970K as of Q2 2026.
  • HB Wealth Management bought 445 CDW shares in Q2 2026, an estimated $55.9K.
  • CDW made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #761 holding.
  • HB Wealth Management first reported a position in CDW in Q4 2021 and has held it in 16 quarters since.
  • HB Wealth Management's CDW position peaked at $1.36M in Q1 2025.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.