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 Q3	$5.13K	Hold	40	–	–	﹤0.01%	888
2026 Q2	$5.63K	Sell	40 -76	-66%	-$9.5K	﹤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	$9.9K	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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Private Wealth Management Group's CDW Position: Q3 2026 in Review

Private Wealth Management Group held its CDW (CDW) position steady in Q3 2026 at 40 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Private Wealth Management Group first reported a position in CDW in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.5K in Q3 2024. 162 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

Private Wealth Management Group held 40 shares of CDW worth $5.13K as of Q3 2026.
Private Wealth Management Group left its CDW share count unchanged in Q3 2026.
CDW made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #888 holding.
Private Wealth Management Group first reported a position in CDW in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's CDW position peaked at $19.5K in Q3 2024.
162 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.