Mission Wealth Management
CDW icon

Mission Wealth Management’s CDW CDW Stock Holding History

Mission 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
-1,489
Closed -$209K – 823
2026
Q2 		$209K Buy
+1,489
New +$187K ﹤0.01% 1017
2024
Q4 		– Sell
-958
Closed -$217K – 675
2024
Q3 		$217K Buy
958
+12
+1% +$2.66K 0.01% 621
2024
Q2 		$212K Sell
946
-56
-6% -$13K 0.01% 601
2024
Q1 		$256K Buy
+1,002
New +$238K 0.01% 585
2023
Q2 		– Sell
-1,168
Closed -$228K – 551
2023
Q1 		$228K Buy
1,168
+37
+3% +$7.27K 0.01% 480
2022
Q4 		$202K Buy
+1,131
New +$199K 0.01% 490

Other funds holding CDW

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Mission Wealth Management sold out of CDW (CDW) in Q3 2026, closing a stake of 1,489 shares — an estimated $209K sold.

Mission Wealth Management first reported a position in CDW in Q4 2022 and held it in 6 quarters. The position peaked at $256K in Q1 2024. 454 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Mission Wealth Management reported no remaining CDW position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 1,489 CDW shares in Q3 2026, an estimated $209K.
  • Mission Wealth Management first reported a position in CDW in Q4 2022 and held it in 6 quarters.
  • Mission Wealth Management's CDW position peaked at $256K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.