NWAG
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Net Worth Advisory Group’s CDW CDW Stock Holding History

Net Worth Advisory 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
-1,645
Closed -$294K – 418
2025
Q2 		$294K Buy
1,645
+61
+4% +$10.4K 0.07% 314
2025
Q1 		$254K Buy
+1,584
New +$288K 0.08% 295
2024
Q4 		– Sell
-1,089
Closed -$247K – 389
2024
Q3 		$247K Buy
+1,089
New +$242K 0.07% 323

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

Net Worth Advisory Group's CDW Position: Q3 2025 in Review

Net Worth Advisory Group sold out of CDW (CDW) in Q3 2025, closing a stake of 1,645 shares — an estimated $294K sold.

Net Worth Advisory Group first reported a position in CDW in Q3 2024 and held it in 3 quarters. The position peaked at $294K in Q2 2025. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Net Worth Advisory Group reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,645 CDW shares in Q3 2025, an estimated $294K.
  • Net Worth Advisory Group first reported a position in CDW in Q3 2024 and held it in 3 quarters.
  • Net Worth Advisory Group's CDW position peaked at $294K in Q2 2025.
  • 819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.