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Pension & Wealth Management Advisors’s CDW CDW Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$114K Buy
812
+291
+56% +$36.5K 0.03% 236
2026
Q1 		$63.1K Buy
+521
New +$65.8K 0.02% 275

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

Pension & Wealth Management Advisors's CDW Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its CDW (CDW) stake by 56% in Q2 2026, buying an estimated $36.5K and bringing the position to 812 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #236.

Pension & Wealth Management Advisors first reported a position in CDW in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Pension & Wealth Management Advisors held 812 shares of CDW worth $114K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 291 CDW shares in Q2 2026, an estimated $36.5K.
  • CDW made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #236 holding.
  • Pension & Wealth Management Advisors first reported a position in CDW in Q1 2026 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.