NRW
CDW icon

Nova R Wealth’s CDW CDW Stock Holding History

Nova R 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
2025
Q2 		– Sell
-1,801
Closed -$289K – 83
2025
Q1 		$289K Buy
1,801
+2
+0.1% +$363 0.14% 64
2024
Q4 		$313K Buy
1,799
+1
+0.1% +$194 0.16% 62
2024
Q3 		$407K Sell
1,798
-23
-1% -$5.11K 0.2% 58
2024
Q2 		$408K Buy
1,821
+24
+1% +$5.57K 0.21% 56
2024
Q1 		$460K Buy
+1,797
New +$427K 0.24% 50
2023
Q2 		– Sell
-1,833
Closed -$357K – 69
2023
Q1 		$357K Buy
1,833
+3
+0.2% +$589 0.24% 52
2022
Q4 		$327K Sell
1,830
-3
-0.2% -$527 0.24% 56
2022
Q3 		$286K Hold
1,833
– – 0.23% 52
2022
Q2 		$289K Sell
1,833
-10
-0.5% -$1.68K 0.24% 57
2022
Q1 		$330K Hold
1,843
– – 0.28% 49
2021
Q4 		$377K Buy
+1,843
New +$350K 0.3% 53

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nova R Wealth's CDW Position: Q2 2025 in Review

Nova R Wealth sold out of CDW (CDW) in Q2 2025, closing a stake of 1,801 shares — an estimated $289K sold.

Nova R Wealth first reported a position in CDW in Q4 2021 and held it in 11 quarters. The position peaked at $460K in Q1 2024. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Nova R Wealth reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
  • Nova R Wealth sold 1,801 CDW shares in Q2 2025, an estimated $289K.
  • Nova R Wealth first reported a position in CDW in Q4 2021 and held it in 11 quarters.
  • Nova R Wealth's CDW position peaked at $460K in Q1 2024.
  • 848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Nova R Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.