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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return