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Mascoma Wealth Management’s CDW CDW Stock Holding History

Mascoma 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
2026
Q2 		$422 Buy
+3
New +$377 ﹤0.01% 567
2025
Q3 		– Sell
-214
Closed -$38.2K – 460
2025
Q2 		$38.2K Hold
214
– – 0.01% 212
2025
Q1 		$34.3K Sell
214
-105
-33% -$19.1K 0.01% 216
2024
Q4 		$55.5K Sell
319
-233
-42% -$45.3K 0.01% 185
2024
Q3 		$125K Sell
552
-5
-0.9% -$1.11K 0.03% 124
2024
Q2 		$125K Buy
557
+285
+105% +$66.1K 0.03% 119
2024
Q1 		$69.6K Hold
272
– – 0.02% 154
2023
Q4 		$61.8K Sell
272
-19
-7% -$4.03K 0.02% 174
2023
Q3 		$58.7K Buy
291
+259
+809% +$51.6K 0.02% 174
2023
Q2 		$6.49K Hold
32
– – ﹤0.01% 363
2023
Q1 		$5.43K Hold
32
– – ﹤0.01% 471
2022
Q4 		$5.71K Buy
+32
New +$5.63K ﹤0.01% 476
2022
Q3 		– Sell
-23
Closed -$4K – 601
2022
Q2 		$4K Sell
23
-6
-21% -$1.01K ﹤0.01% 514
2022
Q1 		$5K Buy
+29
New +$5.31K ﹤0.01% 503

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's CDW Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in CDW (CDW) in Q2 2026: 3 shares worth $422. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in CDW as recently as Q2 2025.

Mascoma Wealth Management first reported a position in CDW in Q1 2022 and has held it in 14 quarters since. The position peaked at $125K in Q3 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Mascoma Wealth Management held 3 shares of CDW worth $422 as of Q2 2026.
  • CDW was a new Mascoma Wealth Management position in Q2 2026.
  • CDW made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Mascoma Wealth Management first reported a position in CDW in Q1 2022 and has held it in 14 quarters since.
  • Mascoma Wealth Management's CDW position peaked at $125K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.