MWM
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Moran Wealth Management’s CDW CDW Stock Holding History

Moran 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
Q3 		– Sell
-1,366
Closed -$244K – 501
2025
Q2 		$244K Sell
1,366
-29,823
-96% -$5.07M 0.01% 459
2025
Q1 		$5M Buy
31,189
+3,920
+14% +$712K 0.17% 175
2024
Q4 		$4.75M Sell
27,269
-1,073
-4% -$208K 0.15% 175
2024
Q3 		$6.41M Sell
28,342
-48,801
-63% -$10.8M 0.2% 144
2024
Q2 		$17.3M Buy
77,143
+1,196
+2% +$277K 0.57% 53
2024
Q1 		$19.4M Sell
75,947
-642
-0.8% -$152K 0.63% 46
2023
Q4 		$17.4M Buy
76,589
+11,755
+18% +$2.49M 0.62% 46
2023
Q3 		$13.1M Buy
+64,834
New +$12.9M 0.51% 72

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moran Wealth Management's CDW Position: Q3 2025 in Review

Moran Wealth Management sold out of CDW (CDW) in Q3 2025, closing a stake of 1,366 shares — an estimated $244K sold.

Moran Wealth Management first reported a position in CDW in Q3 2023 and held it in 8 quarters. The position peaked at $19.4M in Q1 2024. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Moran Wealth Management reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 1,366 CDW shares in Q3 2025, an estimated $244K.
  • Moran Wealth Management first reported a position in CDW in Q3 2023 and held it in 8 quarters.
  • Moran Wealth Management's CDW position peaked at $19.4M in Q1 2024.
  • 819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.