Larson Financial Group’s CDW CDW Stock Holding History

Larson Financial Group’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	$58.4K	Buy	482 +266	+123%	+$33.6K	﹤0.01%	1272
2025 Q4	$29.5K	Sell	216 -109	-34%	-$16.1K	﹤0.01%	1494
2025 Q3	$51.8K	Sell	325 -1	-0.3%	-$170	﹤0.01%	1146
2025 Q2	$58.2K	Sell	326 -239	-42%	-$40.6K	﹤0.01%	1020
2025 Q1	$90.5K	Buy	+565	New	+$103K	﹤0.01%	822
2024 Q4	–	Sell	-148	Closed	-$33.5K	–	2794
2024 Q3	$33.5K	Sell	148 -3	-2%	-$666	﹤0.01%	1030
2024 Q2	$33.8K	Buy	151 +10	+7%	+$2.32K	﹤0.01%	902
2024 Q1	$36.1K	Buy	141 +8	+6%	+$1.9K	﹤0.01%	768
2023 Q4	$30.2K	Buy	+133	New	+$28.2K	﹤0.01%	752

Other funds holding CDW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B 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 $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return