NW
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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
Q2 		$306K Buy
2,178
+460
+27% +$57.8K ﹤0.01% 1027
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Wealth's CDW Position: Q2 2026 in Review

NewEdge Wealth increased its CDW (CDW) stake by 27% in Q2 2026, buying an estimated $57.8K and bringing the position to 2,178 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

NewEdge Wealth first reported a position in CDW in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.06M in Q4 2021. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • NewEdge Wealth held 2,178 shares of CDW worth $306K as of Q2 2026.
  • NewEdge Wealth bought 460 CDW shares in Q2 2026, an estimated $57.8K.
  • CDW made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1027 holding.
  • NewEdge Wealth first reported a position in CDW in Q1 2021 and has held it in 20 quarters since.
  • NewEdge Wealth's CDW position peaked at $2.06M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.