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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
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

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

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

Mission Wealth Management opened a new position in CDW (CDW) in Q2 2026: 1,489 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in CDW as recently as Q3 2024.

Mission Wealth Management first reported a position in CDW in Q4 2022 and has held it in 6 quarters since. The position peaked at $256K in Q1 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Mission Wealth Management held 1,489 shares of CDW worth $209K as of Q2 2026.
  • CDW was a new Mission Wealth Management position in Q2 2026.
  • CDW made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1017 holding.
  • Mission Wealth Management first reported a position in CDW in Q4 2022 and has held it in 6 quarters since.
  • Mission Wealth Management's CDW position peaked at $256K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.