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OneDigital Investment Advisors’s CDW CDW Stock Holding History

OneDigital Investment Advisors’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
-1,139
Closed -$203K – 1500
2025
Q2 		$203K Sell
1,139
-186
-14% -$31.6K ﹤0.01% 1383
2025
Q1 		$212K Buy
+1,325
New +$241K ﹤0.01% 1301
2018
Q4 		– Sell
-87
Closed -$8K – 1127
2018
Q3 		$8K Hold
87
– – ﹤0.01% 869
2018
Q2 		$7K Hold
87
– – ﹤0.01% 1109
2018
Q1 		$6K Hold
87
– – ﹤0.01% 1121
2017
Q4 		$6K Hold
87
– – ﹤0.01% 1061
2017
Q3 		$6K Hold
87
– – ﹤0.01% 863
2017
Q2 		$5K Buy
+87
New +$5.2K ﹤0.01% 1048

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneDigital Investment Advisors's CDW Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of CDW (CDW) in Q3 2025, closing a stake of 1,139 shares — an estimated $203K sold.

OneDigital Investment Advisors first reported a position in CDW in Q2 2017 and held it in 8 quarters. The position peaked at $212K in Q1 2025. 817 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • OneDigital Investment Advisors reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,139 CDW shares in Q3 2025, an estimated $203K.
  • OneDigital Investment Advisors first reported a position in CDW in Q2 2017 and held it in 8 quarters.
  • OneDigital Investment Advisors's CDW position peaked at $212K in Q1 2025.
  • 817 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.