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Lake Street Private Wealth’s CDW CDW Stock Holding History

Lake Street Private Wealth’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
2025
Q2 		– Sell
-1,300
Closed -$208K – 261
2025
Q1 		$208K Hold
1,300
– – 0.03% 234
2024
Q4 		$226K Hold
1,300
– – 0.04% 222
2024
Q3 		$294K Sell
1,300
-11
-0.8% -$2.44K 0.05% 208
2024
Q2 		$293K Buy
1,311
+20
+2% +$4.64K 0.04% 268
2024
Q1 		$330K Buy
+1,291
New +$307K 0.05% 254

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Private Wealth's CDW Position: Q2 2025 in Review

Lake Street Private Wealth sold out of CDW (CDW) in Q2 2025, closing a stake of 1,300 shares — an estimated $208K sold.

Lake Street Private Wealth first reported a position in CDW in Q1 2024 and held it in 5 quarters. The position peaked at $330K in Q1 2024. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Lake Street Private Wealth reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,300 CDW shares in Q2 2025, an estimated $208K.
  • Lake Street Private Wealth first reported a position in CDW in Q1 2024 and held it in 5 quarters.
  • Lake Street Private Wealth's CDW position peaked at $330K in Q1 2024.
  • 848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Lake Street Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.