NW
CDW icon

NewEdge Wealth’s CDW CDW Stock Holding History

NewEdge Wealth’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
Q1 		$208K Sell
1,718
-2,347
-58% -$297K ﹤0.01% 1080
2025
Q4 		$554K Buy
4,065
+1,957
+93% +$289K 0.01% 802
2025
Q3 		$308K Buy
+2,108
New +$358K ﹤0.01% 870
2025
Q2 		– Sell
-1,791
Closed -$287K – 972
2025
Q1 		$287K Buy
+1,791
New +$325K 0.01% 782
2024
Q4 		– Sell
-3,829
Closed -$867K – 922
2024
Q3 		$867K Sell
3,829
-6
-0.2% -$1.33K 0.02% 499
2024
Q2 		$858K Sell
3,835
-248
-6% -$57.5K 0.02% 443
2024
Q1 		$892K Sell
4,083
-200
-5% -$47.5K 0.02% 446
2023
Q4 		$974K Buy
4,283
+2,152
+101% +$456K 0.02% 404
2023
Q3 		$430K Buy
2,131
+44
+2% +$8.77K 0.01% 477
2023
Q2 		$383K Sell
2,087
-839
-29% -$147K 0.01% 505
2023
Q1 		$570K Buy
2,926
+405
+16% +$79.5K 0.02% 397
2022
Q4 		$450K Buy
2,521
+117
+5% +$20.6K 0.02% 382
2022
Q3 		$375K Sell
2,404
-3,008
-56% -$516K 0.02% 389
2022
Q2 		$853K Sell
5,412
-6,028
-53% -$1.01M 0.04% 304
2022
Q1 		$2.05M Buy
11,440
+1,355
+13% +$248K 0.09% 155
2021
Q4 		$2.06M Buy
10,085
+746
+8% +$142K 0.09% 165
2021
Q3 		$1.7M Buy
9,339
+992
+12% +$187K 0.1% 140
2021
Q2 		$1.46M Buy
8,347
+408
+5% +$70.3K 0.11% 145
2021
Q1 		$1.32M Buy
+7,939
New +$1.19M 0.13% 134

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's CDW Position: Q1 2026 in Review

NewEdge Wealth reduced its CDW (CDW) stake by 58% in Q1 2026, selling an estimated $297K and leaving 1,718 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

NewEdge Wealth first reported a position in CDW in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q4 2021. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • NewEdge Wealth held 1,718 shares of CDW worth $208K as of Q1 2026.
  • NewEdge Wealth sold 2,347 CDW shares in Q1 2026, an estimated $297K.
  • CDW made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1080 holding.
  • NewEdge Wealth first reported a position in CDW in Q1 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's CDW position peaked at $2.06M in Q4 2021.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.