PWMG
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Prestige Wealth Management Group’s CDW CDW Stock Holding History

Prestige Wealth Management Group’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 		$105K Hold
750
– – 0.02% 212
2026
Q1 		$90.8K Sell
750
-3
-0.4% -$379 0.02% 207
2025
Q4 		$103K Sell
753
-9
-1% -$1.33K 0.02% 199
2025
Q3 		$121K Hold
762
– – 0.02% 203
2025
Q2 		$136K Hold
762
– – 0.03% 193
2025
Q1 		$122K Hold
762
– – 0.03% 188
2024
Q4 		$133K Sell
762
-2
-0.3% -$389 0.03% 183
2024
Q3 		$173K Hold
764
– – 0.04% 160
2024
Q2 		$171K Sell
764
-14
-2% -$3.25K 0.04% 144
2024
Q1 		$199K Sell
778
-33
-4% -$7.84K 0.04% 155
2023
Q4 		$184K Buy
811
+49
+6% +$10.4K 0.04% 142
2023
Q3 		$154K Hold
762
– – 0.04% 152
2023
Q2 		$140K Buy
762
+9
+1% +$1.57K 0.03% 177
2023
Q1 		$147K Sell
753
-35
-4% -$6.87K 0.04% 158
2022
Q4 		$141K Buy
788
+35
+5% +$6.15K 0.04% 158
2022
Q3 		$117K Hold
753
– – 0.03% 163
2022
Q2 		$118K Hold
753
– – 0.03% 166
2022
Q1 		$135K Hold
753
– – 0.03% 170
2021
Q4 		$155K Hold
753
– – 0.04% 159
2021
Q3 		$138K Hold
753
– – 0.04% 164
2021
Q2 		$132K Hold
753
– – 0.04% 162
2021
Q1 		$124K Hold
753
– – 0.03% 163
2020
Q4 		$99K Buy
753
+3
+0.4% +$393 0.03% 177
2020
Q3 		$90K Hold
750
– – 0.03% 187
2020
Q2 		$87K Hold
750
– – 0.03% 169
2020
Q1 		$70K Hold
750
– – 0.03% 144
2019
Q4 		$107K Hold
750
– – 0.06% 157
2019
Q3 		$92K Hold
750
– – 0.05% 158
2019
Q2 		$83K Hold
750
– – 0.05% 164
2019
Q1 		$72K Hold
750
– – 0.04% 169
2018
Q4 		$61K Buy
+750
New +$64.6K 0.04% 173

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

Prestige Wealth Management Group's CDW Position: Q2 2026 in Review

Prestige Wealth Management Group held its CDW (CDW) position steady in Q2 2026 at 750 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #212.

Prestige Wealth Management Group first reported a position in CDW in Q4 2018 and has held it in 31 quarters since. The position peaked at $199K in Q1 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Prestige Wealth Management Group held 750 shares of CDW worth $105K as of Q2 2026.
  • Prestige Wealth Management Group left its CDW share count unchanged in Q2 2026.
  • CDW made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #212 holding.
  • Prestige Wealth Management Group first reported a position in CDW in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's CDW position peaked at $199K in Q1 2024.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.