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Plante Moran Financial Advisors’s CDW CDW Stock Holding History

Plante Moran Financial 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 		$28.4K Buy
202
+2
+1% +$251 ﹤0.01% 422
2026
Q1 		$24.2K Hold
200
– – ﹤0.01% 410
2025
Q4 		$27.2K Hold
200
– – ﹤0.01% 397
2025
Q3 		$31.9K Hold
200
– – ﹤0.01% 402
2025
Q2 		$35.7K Hold
200
– – ﹤0.01% 391
2025
Q1 		$32.1K Hold
200
– – ﹤0.01% 412
2024
Q4 		$34.8K Hold
200
– – ﹤0.01% 405
2024
Q3 		$45.3K Hold
200
– – ﹤0.01% 405
2024
Q2 		$44.8K Sell
200
-11
-5% -$2.55K ﹤0.01% 354
2024
Q1 		$54K Buy
+211
New +$50.1K 0.01% 321
2022
Q4 		– Sell
-35
Closed -$5K – 879
2022
Q3 		$5K Sell
35
-31
-47% -$5.31K ﹤0.01% 689
2022
Q2 		$10K Buy
66
+10
+18% +$1.68K ﹤0.01% 604
2022
Q1 		$10K Sell
56
-68
-55% -$12.4K ﹤0.01% 593
2021
Q4 		$25K Buy
124
+38
+44% +$7.22K ﹤0.01% 502
2021
Q3 		$16K Buy
86
+33
+62% +$6.23K ﹤0.01% 603
2021
Q2 		$9K Hold
53
– – ﹤0.01% 686
2021
Q1 		$9K Sell
53
-175
-77% -$26.1K ﹤0.01% 665
2020
Q4 		$30K Buy
228
+35
+18% +$4.58K 0.01% 439
2020
Q3 		$23K Buy
193
+25
+15% +$2.86K 0.01% 467
2020
Q2 		$20K Buy
168
+150
+833% +$16.3K 0.01% 425
2020
Q1 		$2K Hold
18
– – ﹤0.01% 643
2019
Q4 		$3K Sell
18
-18
-50% -$2.38K ﹤0.01% 654
2019
Q3 		$4K Buy
+36
New +$4.13K ﹤0.01% 707
2018
Q4 		– Sell
-33
Closed -$3K – 893
2018
Q3 		$3K Buy
+33
New +$2.85K ﹤0.01% 638
2016
Q3 		– Sell
-45
Closed -$2K – 938
2016
Q2 		$2K Hold
45
– – ﹤0.01% 785
2016
Q1 		$2K Buy
+45
New +$1.75K ﹤0.01% 710

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

Plante Moran Financial Advisors's CDW Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its CDW (CDW) stake by 1% in Q2 2026, buying an estimated $251 and bringing the position to 202 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Plante Moran Financial Advisors first reported a position in CDW in Q1 2016 and has held it in 26 quarters since. The position peaked at $54K in Q1 2024. 755 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Plante Moran Financial Advisors held 202 shares of CDW worth $28.4K as of Q2 2026.
  • Plante Moran Financial Advisors bought 2 CDW shares in Q2 2026, an estimated $251.
  • CDW made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #422 holding.
  • Plante Moran Financial Advisors first reported a position in CDW in Q1 2016 and has held it in 26 quarters since.
  • Plante Moran Financial Advisors's CDW position peaked at $54K in Q1 2024.
  • 755 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.