KPWS
CDW icon

Kestra Private Wealth Services’s CDW CDW Stock Holding History

Kestra Private Wealth Services’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 		$378K Buy
3,121
+441
+16% +$55.7K ﹤0.01% 1345
2025
Q4 		$365K Buy
+2,680
New +$395K ﹤0.01% 1330
2025
Q3 		– Sell
-1,686
Closed -$301K – 1683
2025
Q2 		$301K Buy
+1,686
New +$286K ﹤0.01% 1278
2024
Q2 		– Sell
-2,088
Closed -$534K – 1359
2024
Q1 		$534K Buy
2,088
+264
+14% +$62.7K 0.01% 773
2023
Q4 		$415K Buy
+1,824
New +$387K 0.01% 806

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Private Wealth Services's CDW Position: Q1 2026 in Review

Kestra Private Wealth Services increased its CDW (CDW) stake by 16% in Q1 2026, buying an estimated $55.7K and bringing the position to 3,121 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Kestra Private Wealth Services first reported a position in CDW in Q4 2023 and has held it in 5 quarters since. The position peaked at $534K in Q1 2024. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Kestra Private Wealth Services held 3,121 shares of CDW worth $378K as of Q1 2026.
  • Kestra Private Wealth Services bought 441 CDW shares in Q1 2026, an estimated $55.7K.
  • CDW made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1345 holding.
  • Kestra Private Wealth Services first reported a position in CDW in Q4 2023 and has held it in 5 quarters since.
  • Kestra Private Wealth Services's CDW position peaked at $534K in Q1 2024.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.