ORG Wealth Partners’s CDW CDW Stock Holding History

ORG Wealth Partners’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	-119	Closed	-$21.6K	–	636
2025 Q2	$21.6K	Hold	119	–	–	0.01%	426
2025 Q1	$19.3K	Sell	119 -279	-70%	-$50.7K	0.01%	454
2024 Q4	$69.3K	Buy	+398	New	+$77.3K	0.02%	226

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Wealth Partners's CDW Position: Q3 2025 in Review

ORG Wealth Partners sold out of CDW (CDW) in Q3 2025, closing a stake of 119 shares — an estimated $21.6K sold.

ORG Wealth Partners first reported a position in CDW in Q4 2024 and held it in 3 quarters. The position peaked at $69.3K in Q4 2024. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

ORG Wealth Partners reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
ORG Wealth Partners sold 119 CDW shares in Q3 2025, an estimated $21.6K.
ORG Wealth Partners first reported a position in CDW in Q4 2024 and held it in 3 quarters.
ORG Wealth Partners's CDW position peaked at $69.3K in Q4 2024.
819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.