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Private Wealth Management Group’s CDW CDW Stock Holding History

Private 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 		$5.63K Sell
40
-76
-66% -$9.54K ﹤0.01% 804
2026
Q1 		$14K Buy
116
+35
+43% +$4.42K ﹤0.01% 429
2025
Q4 		$11K Buy
81
+13
+19% +$1.92K ﹤0.01% 482
2025
Q3 		$10.8K Buy
68
+5
+8% +$850 ﹤0.01% 482
2025
Q2 		$11.3K Buy
63
+16
+34% +$2.72K ﹤0.01% 450
2025
Q1 		$7.53K Sell
47
-10
-18% -$1.82K ﹤0.01% 572
2024
Q4 		$9.92K Sell
57
-29
-34% -$5.63K ﹤0.01% 471
2024
Q3 		$19.5K Buy
86
+27
+46% +$5.99K 0.01% 295
2024
Q2 		$13.2K Buy
59
+32
+119% +$7.42K 0.01% 375
2024
Q1 		$6.91K Sell
27
-4
-13% -$950 ﹤0.01% 518
2023
Q4 		$7.05K Buy
+31
New +$6.57K ﹤0.01% 500

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

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

Private Wealth Management Group reduced its CDW (CDW) stake by 66% in Q2 2026, selling an estimated $9.54K and leaving 40 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Private Wealth Management Group first reported a position in CDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.5K in Q3 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Private Wealth Management Group held 40 shares of CDW worth $5.63K as of Q2 2026.
  • Private Wealth Management Group sold 76 CDW shares in Q2 2026, an estimated $9.54K.
  • CDW made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #804 holding.
  • Private Wealth Management Group first reported a position in CDW in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's CDW position peaked at $19.5K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.