Physician Wealth Advisors’s CDW CDW Stock Holding History

Physician Wealth 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 Q3	$6.02K	Buy	47 +11	+31%	+$1.55K	﹤0.01%	1071
2026 Q2	$5.06K	Sell	36 -4	-10%	-$502	﹤0.01%	1090
2026 Q1	$4.84K	Buy	40 +36	+900%	+$4.55K	﹤0.01%	1019
2025 Q4	$545	Sell	4 -11	-73%	-$1.62K	﹤0.01%	1836
2025 Q3	$2.39K	Buy	15 +5	+50%	+$850	﹤0.01%	1144
2025 Q2	$1.79K	Sell	10 -95	-90%	-$16.1K	﹤0.01%	1088
2025 Q1	$16.8K	Buy	+105	New	+$19.1K	﹤0.01%	518

Other funds holding CDW

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Physician Wealth Advisors's CDW Position: Q3 2026 in Review

Physician Wealth Advisors increased its CDW (CDW) stake by 31% in Q3 2026, buying an estimated $1.55K and bringing the position to 47 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Physician Wealth Advisors first reported a position in CDW in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.8K in Q1 2025. 454 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

Physician Wealth Advisors held 47 shares of CDW worth $6.02K as of Q3 2026.
Physician Wealth Advisors bought 11 CDW shares in Q3 2026, an estimated $1.55K.
CDW made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1071 holding.
Physician Wealth Advisors first reported a position in CDW in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's CDW position peaked at $16.8K in Q1 2025.
454 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.