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 Q3	–	Sell	-3	Closed	-$422	–	575
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	$5.72K	Buy	+32	New	+$5.62K	﹤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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mascoma Wealth Management's CDW Position: Q3 2026 in Review

Mascoma Wealth Management sold out of CDW (CDW) in Q3 2026, closing a stake of 3 shares — an estimated $422 sold.

Mascoma Wealth Management first reported a position in CDW in Q1 2022 and held it in 14 quarters. The position peaked at $125K in Q3 2024. 162 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

Mascoma Wealth Management reported no remaining CDW position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 3 CDW shares in Q3 2026, an estimated $422.
Mascoma Wealth Management first reported a position in CDW in Q1 2022 and held it in 14 quarters.
Mascoma Wealth Management's CDW position peaked at $125K in Q3 2024.
162 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.