PWPS
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
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% +$9.61K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's CDW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its CDW (CDW) stake by 53% in Q1 2026, selling an estimated $56.4K and leaving 395 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Pinnacle Wealth Planning Services first reported a position in CDW in Q4 2020 and has held it in 14 quarters since. The position peaked at $390K in Q1 2024. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 395 shares of CDW worth $47.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 446 CDW shares in Q1 2026, an estimated $56.4K.
  • CDW made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1229 holding.
  • Pinnacle Wealth Planning Services first reported a position in CDW in Q4 2020 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's CDW position peaked at $390K in Q1 2024.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.