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Medallion Wealth Advisors’s CDW CDW Stock Holding History

Medallion 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
2026
Q1 		$14.6K Hold
121
– – ﹤0.01% 708
2025
Q4 		$16.5K Hold
121
– – 0.01% 676
2025
Q3 		$19.3K Hold
121
– – 0.01% 639
2025
Q2 		$21.9K Sell
121
-29
-19% -$4.93K 0.01% 604
2025
Q1 		$24.3K Hold
150
– – 0.01% 545
2024
Q4 		$26.1K Buy
+150
New +$29.1K 0.01% 520

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Medallion Wealth Advisors's CDW Position: Q1 2026 in Review

Medallion Wealth Advisors held its CDW (CDW) position steady in Q1 2026 at 121 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Medallion Wealth Advisors first reported a position in CDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.1K in Q4 2024. 752 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Medallion Wealth Advisors held 121 shares of CDW worth $14.6K as of Q1 2026.
  • Medallion Wealth Advisors left its CDW share count unchanged in Q1 2026.
  • CDW made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #708 holding.
  • Medallion Wealth Advisors first reported a position in CDW in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's CDW position peaked at $26.1K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.