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PDS Planning’s CDW CDW Stock Holding History

PDS Planning’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
Q4 		– Sell
-1,325
Closed -$211K – 558
2025
Q3 		$211K Sell
1,325
-255
-16% -$43.3K 0.01% 484
2025
Q2 		$282K Buy
1,580
+47
+3% +$7.98K 0.02% 372
2025
Q1 		$246K Buy
1,533
+123
+9% +$22.4K 0.02% 376
2024
Q4 		$245K Buy
1,410
+224
+19% +$43.5K 0.02% 350
2024
Q3 		$268K Buy
1,186
+49
+4% +$10.9K 0.02% 329
2024
Q2 		$255K Buy
1,137
+11
+1% +$2.55K 0.03% 299
2024
Q1 		$288K Sell
1,126
-13
-1% -$3.09K 0.03% 271
2023
Q4 		$259K Buy
1,139
+3
+0.3% +$636 0.03% 269
2023
Q3 		$229K Buy
+1,136
New +$226K 0.03% 270

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
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PDS Planning's CDW Position: Q4 2025 in Review

PDS Planning sold out of CDW (CDW) in Q4 2025, closing a stake of 1,325 shares — an estimated $211K sold.

PDS Planning first reported a position in CDW in Q3 2023 and held it in 9 quarters. The position peaked at $288K in Q1 2024. 795 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • PDS Planning reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • PDS Planning sold 1,325 CDW shares in Q4 2025, an estimated $211K.
  • PDS Planning first reported a position in CDW in Q3 2023 and held it in 9 quarters.
  • PDS Planning's CDW position peaked at $288K in Q1 2024.
  • 795 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on PDS Planning's 13F filing for Q4 2025, filed 26 Jan 2026.