Litman Gregory Wealth Management’s CDW CDW Stock Holding History

Litman Gregory 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
2025 Q4	$5.33M	Sell	39,120 -1,403	-3%	-$207K	0.39%	46
2025 Q3	$6.45M	Sell	40,523 -1,535	-4%	-$261K	0.48%	40
2025 Q2	$7.51M	Buy	42,058 +182	+0.4%	+$30.9K	0.59%	37
2025 Q1	$6.71M	Buy	41,876 +4,695	+13%	+$853K	0.58%	38
2024 Q4	$6.47M	Sell	37,181 -279	-0.7%	-$54.2K	0.56%	38
2024 Q3	$8.48M	Sell	37,460 -24	-0.1%	-$5.33K	0.71%	35
2024 Q2	$8.39M	Buy	37,484 +67	+0.2%	+$15.5K	0.74%	33
2024 Q1	$9.57M	Sell	37,417 -74	-0.2%	-$17.6K	0.87%	30
2023 Q4	$8.52M	Sell	37,491 -1,141	-3%	-$242K	0.81%	30
2023 Q3	$7.79M	Buy	+38,632	New	+$7.7M	0.8%	28

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Litman Gregory Wealth Management's CDW Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its CDW (CDW) stake by 3.5% in Q4 2025, selling an estimated $207K and leaving 39,120 shares worth $5.33M. The position accounts for 0.39% of the portfolio, ranked #46.

Litman Gregory Wealth Management first reported a position in CDW in Q3 2023 and has held it in 10 quarters since. The position peaked at $9.57M in Q1 2024. 796 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

Litman Gregory Wealth Management held 39,120 shares of CDW worth $5.33M as of Q4 2025.
Litman Gregory Wealth Management sold 1,403 CDW shares in Q4 2025, an estimated $207K.
CDW made up 0.39% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #46 holding.
Litman Gregory Wealth Management first reported a position in CDW in Q3 2023 and has held it in 10 quarters since.
Litman Gregory Wealth Management's CDW position peaked at $9.57M in Q1 2024.
796 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.