Mowery & Schoenfeld Wealth Management’s CDW CDW Stock Holding History

Mowery & Schoenfeld 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	$13.4K	Buy	95 +58	+157%	+$7.28K	0.02%	220
2026 Q1	$4.48K	Sell	37 -425	-92%	-$53.7K	0.01%	289
2025 Q4	$62.9K	Sell	462 -37	-7%	-$5.46K	0.09%	124
2025 Q3	$79.5K	Hold	499	–	–	0.14%	94
2025 Q2	$89.1K	Hold	499	–	–	0.14%	85
2025 Q1	$80K	Sell	499 -22	-4%	-$4K	0.16%	98
2024 Q4	$90.7K	Buy	521 +22	+4%	+$4.27K	0.18%	77
2024 Q3	$113K	Sell	499 -34	-6%	-$7.55K	0.18%	56
2024 Q2	$119K	Hold	533	–	–	0.17%	57
2024 Q1	$136K	Buy	533 +455	+583%	+$108K	0.26%	43
2023 Q4	$17.7K	Buy	+78	New	+$16.5K	0.04%	100

Other funds holding CDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CDW Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its CDW (CDW) stake by 157% in Q2 2026, buying an estimated $7.28K and bringing the position to 95 shares worth $13.4K. The position accounts for 0.02% of the portfolio, ranked #220.

Mowery & Schoenfeld Wealth Management first reported a position in CDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $136K in Q1 2024. 400 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 95 shares of CDW worth $13.4K as of Q2 2026.
Mowery & Schoenfeld Wealth Management bought 58 CDW shares in Q2 2026, an estimated $7.28K.
CDW made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #220 holding.
Mowery & Schoenfeld Wealth Management first reported a position in CDW in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's CDW position peaked at $136K in Q1 2024.
400 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.