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Legacy Capital Wealth Partners’s CDW CDW Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-1,721
Closed -$234K – 391
2025
Q4 		$234K Buy
1,721
+193
+13% +$28.5K 0.05% 336
2025
Q3 		$243K Sell
1,528
-28
-2% -$4.76K 0.05% 336
2025
Q2 		$278K Buy
1,556
+189
+14% +$32.1K 0.06% 312
2025
Q1 		$219K Buy
+1,367
New +$248K 0.05% 330
2024
Q3 		– Sell
-1,001
Closed -$224K – 362
2024
Q2 		$224K Buy
+1,001
New +$232K 0.06% 280

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Capital Wealth Partners's CDW Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of CDW (CDW) in Q1 2026, closing a stake of 1,721 shares — an estimated $234K sold.

Legacy Capital Wealth Partners first reported a position in CDW in Q2 2024 and held it in 5 quarters. The position peaked at $278K in Q2 2025. 755 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Legacy Capital Wealth Partners reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,721 CDW shares in Q1 2026, an estimated $234K.
  • Legacy Capital Wealth Partners first reported a position in CDW in Q2 2024 and held it in 5 quarters.
  • Legacy Capital Wealth Partners's CDW position peaked at $278K in Q2 2025.
  • 755 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.