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Marshall & Sterling Wealth Advisors’s CDW CDW Stock Holding History

Marshall & Sterling Wealth 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
-36
Closed -$5.77K – 636
2025
Q1 		$5.77K Buy
+36
New +$6.54K ﹤0.01% 440

Other funds holding CDW

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CDW Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of CDW (CDW) in Q2 2025, closing a stake of 36 shares — an estimated $5.77K sold.

Marshall & Sterling Wealth Advisors first reported a position in CDW in Q1 2025 and held it in 1 quarter. The position peaked at $5.77K in Q1 2025. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 36 CDW shares in Q2 2025, an estimated $5.77K.
  • Marshall & Sterling Wealth Advisors first reported a position in CDW in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's CDW position peaked at $5.77K in Q1 2025.
  • 848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.