Pinnacle Wealth Planning Services
CDW icon

Pinnacle Wealth Planning Services’s CDW CDW Stock Holding History

Pinnacle Wealth Planning Services’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 		$57.8K Sell
451
-3
-0.7% -$423 0.01% 1166
2026
Q2 		$63.9K Buy
454
+59
+15% +$7.41K 0.01% 1118
2026
Q1 		$47.8K Sell
395
-446
-53% -$56.4K ﹤0.01% 1229
2025
Q4 		$115K Buy
+841
New +$124K 0.01% 707
2024
Q4 		– Sell
-1,292
Closed -$292K – 419
2024
Q3 		$292K Sell
1,292
-222
-15% -$49.3K 0.04% 314
2024
Q2 		$339K Sell
1,514
-11
-0.7% -$2.55K 0.05% 259
2024
Q1 		$390K Buy
1,525
+183
+14% +$43.5K 0.06% 234
2023
Q4 		$305K Sell
1,342
-7
-0.5% -$1.48K 0.05% 267
2023
Q3 		$272K Sell
1,349
-1
-0.1% -$199 0.04% 275
2023
Q2 		$248K Buy
1,350
+55
+4% +$9.6K 0.04% 308
2023
Q1 		$252K Buy
1,295
+73
+6% +$14.3K 0.04% 309
2022
Q4 		$218K Sell
1,222
-89
-7% -$15.6K 0.04% 341
2022
Q3 		$204K Sell
1,311
-25
-2% -$4.29K 0.04% 329
2022
Q2 		$211K Buy
+1,336
New +$225K 0.04% 334
2022
Q1 		– Sell
-995
Closed -$204K – 440
2021
Q4 		$204K Buy
+995
New +$189K 0.04% 363
2021
Q1 		– Sell
-640
Closed -$84K – 630
2020
Q4 		$84K Buy
+640
New +$83.8K 0.02% 543

Other funds holding CDW

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's CDW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its CDW (CDW) stake by 0.66% in Q3 2026, selling an estimated $423 and leaving 451 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #1166.

Pinnacle Wealth Planning Services first reported a position in CDW in Q4 2020 and has held it in 16 quarters since. The position peaked at $390K in Q1 2024. 315 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Pinnacle Wealth Planning Services held 451 shares of CDW worth $57.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 3 CDW shares in Q3 2026, an estimated $423.
  • CDW made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1166 holding.
  • Pinnacle Wealth Planning Services first reported a position in CDW in Q4 2020 and has held it in 16 quarters since.
  • Pinnacle Wealth Planning Services's CDW position peaked at $390K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.