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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return