QWP
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Quotient Wealth Partners’s CDW CDW Stock Holding History

Quotient Wealth Partners’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
-1,370
Closed -$218K – 359
2025
Q3 		$218K Buy
1,370
+78
+6% +$13.3K 0.01% 335
2025
Q2 		$231K Sell
1,292
-48
-4% -$8.15K 0.01% 321
2025
Q1 		$215K Buy
1,340
+83
+7% +$15.1K 0.01% 315
2024
Q4 		$219K Sell
1,257
-89
-7% -$17.3K 0.01% 308
2024
Q3 		$305K Buy
1,346
+9
+0.7% +$2K 0.01% 247
2024
Q2 		$299K Buy
1,337
+29
+2% +$6.73K 0.01% 247
2024
Q1 		$335K Buy
1,308
+64
+5% +$15.2K 0.01% 217
2023
Q4 		$283K Buy
+1,244
New +$264K 0.01% 232

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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 $1.56T 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 $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Quotient Wealth Partners's CDW Position: Q4 2025 in Review

Quotient Wealth Partners sold out of CDW (CDW) in Q4 2025, closing a stake of 1,370 shares — an estimated $218K sold.

Quotient Wealth Partners first reported a position in CDW in Q4 2023 and held it in 8 quarters. The position peaked at $335K in Q1 2024. 796 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Quotient Wealth Partners reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,370 CDW shares in Q4 2025, an estimated $218K.
  • Quotient Wealth Partners first reported a position in CDW in Q4 2023 and held it in 8 quarters.
  • Quotient Wealth Partners's CDW position peaked at $335K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.