NFG
CDW icon

Nadler Financial Group’s CDW CDW Stock Holding History

Nadler Financial Group’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
-1,134
Closed -$203K – 138
2025
Q2 		$203K Buy
+1,134
New +$193K 0.02% 127
2024
Q4 		– Sell
-1,122
Closed -$254K – 130
2024
Q3 		$254K Buy
1,122
+3
+0.3% +$666 0.03% 101
2024
Q2 		$250K Buy
1,119
+4
+0.4% +$928 0.03% 95
2024
Q1 		$285K Buy
1,115
+2
+0.2% +$475 0.04% 87
2023
Q4 		$253K Buy
1,113
+3
+0.3% +$636 0.03% 90
2023
Q3 		$224K Buy
1,110
+4
+0.4% +$797 0.03% 94
2023
Q2 		$203K Buy
1,106
+3
+0.3% +$524 0.03% 110
2023
Q1 		$215K Buy
+1,103
New +$217K 0.03% 105

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 $3.37T AUM 44.26% 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

Nadler Financial Group's CDW Position: Q3 2025 in Review

Nadler Financial Group sold out of CDW (CDW) in Q3 2025, closing a stake of 1,134 shares — an estimated $203K sold.

Nadler Financial Group first reported a position in CDW in Q1 2023 and held it in 8 quarters. The position peaked at $285K in Q1 2024. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Nadler Financial Group reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • Nadler Financial Group sold 1,134 CDW shares in Q3 2025, an estimated $203K.
  • Nadler Financial Group first reported a position in CDW in Q1 2023 and held it in 8 quarters.
  • Nadler Financial Group's CDW position peaked at $285K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Nadler Financial Group's 13F filing for Q3 2025, filed 30 Oct 2025.