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Principal Securities’s CDW CDW Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-898
Closed -$143K – 1684
2025
Q3 		$143K Buy
898
+30
+3% +$5.1K ﹤0.01% 1433
2025
Q2 		$155K Buy
868
+88
+11% +$14.9K ﹤0.01% 1347
2025
Q1 		$136K Hold
780
– – ﹤0.01% 1292
2024
Q4 		$136K Sell
780
-1,183
-60% -$230K ﹤0.01% 1288
2024
Q3 		$444K Buy
1,963
+103
+6% +$22.9K 0.01% 801
2024
Q2 		$416K Buy
1,860
+93
+5% +$21.6K 0.01% 768
2024
Q1 		$452K Buy
1,767
+43
+2% +$10.2K 0.01% 706
2023
Q4 		$392K Buy
+1,724
New +$365K 0.01% 700

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $1.47T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return