RWS
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Retirement Wealth Solutions’s CDW CDW Stock Holding History

Retirement Wealth Solutions’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 		$18.3K Buy
+143
New +$20.2K 0.01% 191
2025
Q4 		– Sell
-3
Closed -$478 – 772
2025
Q3 		$478 Buy
+3
New +$510 ﹤0.01% 702

Other funds holding CDW

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Retirement Wealth Solutions's CDW Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in CDW (CDW) in Q3 2026: 143 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in CDW as recently as Q3 2025.

Retirement Wealth Solutions first reported a position in CDW in Q3 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Retirement Wealth Solutions held 143 shares of CDW worth $18.3K as of Q3 2026.
  • CDW was a new Retirement Wealth Solutions position in Q3 2026.
  • CDW made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #191 holding.
  • Retirement Wealth Solutions first reported a position in CDW in Q3 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.