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Institute for Wealth Management’s CDW CDW Stock Holding History

Institute for 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 		$10.5K Buy
+75
New +$9.42K ﹤0.01% 1307

Other funds holding CDW

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Institute for Wealth Management's CDW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in CDW (CDW) in Q2 2026: 75 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings.

406 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Institute for Wealth Management held 75 shares of CDW worth $10.5K as of Q2 2026.
  • CDW was a new Institute for Wealth Management position in Q2 2026.
  • CDW made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1307 holding.
  • 406 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.