MWM
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Modern Wealth Management’s CDW CDW Stock Holding History

Modern 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
2025
Q4 		– Sell
-12,722
Closed -$2.03M – 850
2025
Q3 		$2.03M Buy
12,722
+294
+2% +$50K 0.04% 279
2025
Q2 		$2.22M Buy
12,428
+279
+2% +$47.4K 0.05% 255
2025
Q1 		$1.95M Buy
12,149
+1,091
+10% +$198K 0.06% 210
2024
Q4 		$1.92M Buy
11,058
+695
+7% +$135K 0.07% 187
2024
Q3 		$2.35M Buy
10,363
+586
+6% +$130K 0.14% 97
2024
Q2 		$2.19M Buy
9,777
+86
+0.9% +$19.9K 0.16% 84
2024
Q1 		$2.48M Buy
+9,691
New +$2.3M 0.23% 61

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Modern Wealth Management's CDW Position: Q4 2025 in Review

Modern Wealth Management sold out of CDW (CDW) in Q4 2025, closing a stake of 12,722 shares — an estimated $2.03M sold.

Modern Wealth Management first reported a position in CDW in Q1 2024 and held it in 7 quarters. The position peaked at $2.48M in Q1 2024. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Modern Wealth Management reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 12,722 CDW shares in Q4 2025, an estimated $2.03M.
  • Modern Wealth Management first reported a position in CDW in Q1 2024 and held it in 7 quarters.
  • Modern Wealth Management's CDW position peaked at $2.48M in Q1 2024.
  • 797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.