Loring Wolcott & Coolidge Fiduciary Advisors’s CDW CDW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	Closed	-$155	–	534
2025 Q1	$155	Hold	1	–	–	﹤0.01%	556
2024 Q4	$194	Hold	1	–	–	﹤0.01%	556
2024 Q3	$219	Sell	1 -25	-96%	-$5.55K	﹤0.01%	567
2024 Q2	$6.24K	Sell	26 -4	-13%	-$928	﹤0.01%	513
2024 Q1	$7.13K	Buy	+30	New	+$7.13K	﹤0.01%	515
2022 Q1	–	Sell	-506	Closed	-$104K	–	648
2021 Q4	$104K	Sell	506 -37	-7%	-$7.04K	﹤0.01%	381
2021 Q3	$99K	Hold	543	–	–	﹤0.01%	385
2021 Q2	$95K	Buy	+543	New	+$93.5K	﹤0.01%	405

Other funds holding CDW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CDW Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CDW (CDW) in Q2 2025, closing a stake of 1 share — an estimated $155 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CDW in Q2 2021 and held it in 8 quarters. The position peaked at $104K in Q4 2021. 849 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1 CDW share in Q2 2025, an estimated $155.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CDW in Q2 2021 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's CDW position peaked at $104K in Q4 2021.
849 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.