PWA
CDW icon

Principia Wealth Advisory’s CDW CDW Stock Holding History

Principia Wealth Advisory’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 		$563 Hold
4
– – ﹤0.01% 873
2026
Q1 		$484 Buy
+4
New +$505 ﹤0.01% 861
2025
Q3 		– Sell
-2
Closed -$357 – 978
2025
Q2 		$357 Sell
2
-1
-33% -$170 ﹤0.01% 809
2025
Q1 		$478 Sell
3
-1
-25% -$182 ﹤0.01% 582
2024
Q4 		$696 Buy
+4
New +$777 ﹤0.01% 446

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

Principia Wealth Advisory's CDW Position: Q2 2026 in Review

Principia Wealth Advisory held its CDW (CDW) position steady in Q2 2026 at 4 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Principia Wealth Advisory first reported a position in CDW in Q4 2024 and has held it in 5 quarters since. The position peaked at $696 in Q4 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of CDW worth $563 as of Q2 2026.
  • Principia Wealth Advisory left its CDW share count unchanged in Q2 2026.
  • CDW made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #873 holding.
  • Principia Wealth Advisory first reported a position in CDW in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's CDW position peaked at $696 in Q4 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.