IMG Wealth Management’s CDW CDW Stock Holding History

IMG 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 Q1	–	Sell	-21	Closed	-$2.86K	–	528
2025 Q4	$2.86K	Hold	21	–	–	﹤0.01%	473
2025 Q3	$3.35K	Hold	21	–	–	﹤0.01%	401
2025 Q2	$3.75K	Buy	+21	New	+$3.57K	﹤0.01%	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 $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

IMG Wealth Management's CDW Position: Q1 2026 in Review

IMG Wealth Management sold out of CDW (CDW) in Q1 2026, closing a stake of 21 shares — an estimated $2.86K sold.

IMG Wealth Management first reported a position in CDW in Q2 2025 and held it in 3 quarters. The position peaked at $3.75K in Q2 2025. 758 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

IMG Wealth Management reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 21 CDW shares in Q1 2026, an estimated $2.86K.
IMG Wealth Management first reported a position in CDW in Q2 2025 and held it in 3 quarters.
IMG Wealth Management's CDW position peaked at $3.75K in Q2 2025.
758 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.