IWS
CDW icon

Insight Wealth Strategies’s CDW CDW Stock Holding History

Insight Wealth Strategies’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 		$6.9M Buy
49,852
+2,121
+4% +$266K 0.67% 48
2026
Q1 		$5.78M Buy
47,731
+17,109
+56% +$2.16M 0.64% 47
2025
Q4 		$4.17M Buy
30,622
+827
+3% +$122K 0.48% 71
2025
Q3 		$4.75M Buy
29,795
+3,631
+14% +$617K 0.56% 61
2025
Q2 		$4.74M Buy
26,164
+5,587
+27% +$949K 0.6% 41
2025
Q1 		$3.3M Buy
20,577
+805
+4% +$146K 0.44% 70
2024
Q4 		$3.44M Buy
19,772
+2,275
+13% +$442K 0.46% 72
2024
Q3 		$3.96M Buy
17,497
+541
+3% +$120K 0.52% 53
2024
Q2 		$3.8M Buy
16,956
+1,553
+10% +$360K 0.54% 44
2024
Q1 		$3.94M Buy
+15,403
New +$3.66M 0.58% 39

Other funds holding CDW

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return