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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
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

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

Physician Wealth Advisors's CDW Position: Q2 2026 in Review

Physician Wealth Advisors reduced its CDW (CDW) stake by 10% in Q2 2026, selling an estimated $502 and leaving 36 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Physician Wealth Advisors first reported a position in CDW in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.8K in Q1 2025. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Physician Wealth Advisors held 36 shares of CDW worth $5.06K as of Q2 2026.
  • Physician Wealth Advisors sold 4 CDW shares in Q2 2026, an estimated $502.
  • CDW made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1090 holding.
  • Physician Wealth Advisors first reported a position in CDW in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's CDW position peaked at $16.8K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.