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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

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

Insight Wealth Strategies's CDW Position: Q2 2026 in Review

Insight Wealth Strategies increased its CDW (CDW) stake by 4.4% in Q2 2026, buying an estimated $266K and bringing the position to 49,852 shares worth $6.9M. The position accounts for 0.67% of the portfolio, ranked #48.

Insight Wealth Strategies first reported a position in CDW in Q1 2024 and has held it in 10 quarters since. 755 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Insight Wealth Strategies held 49,852 shares of CDW worth $6.9M as of Q2 2026.
  • Insight Wealth Strategies bought 2,121 CDW shares in Q2 2026, an estimated $266K.
  • CDW made up 0.67% of Insight Wealth Strategies's portfolio in Q2 2026, its #48 holding.
  • Insight Wealth Strategies first reported a position in CDW in Q1 2024 and has held it in 10 quarters since.
  • 755 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.