Rise Advisors’s CDW CDW Stock Holding History

Rise Advisors’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	-82	Closed	-$13K	–	333
2025 Q3	$13K	Buy	82 +4	+5%	+$680	﹤0.01%	847
2025 Q2	$14K	Buy	78 +3	+4%	+$510	0.01%	783
2025 Q1	$12K	Sell	75 -58	-44%	-$10.5K	0.01%	845
2024 Q4	$23.1K	Buy	133 +1	+0.8%	+$194	0.01%	562
2024 Q3	$29.9K	Hold	132	–	–	0.01%	417
2024 Q2	$29.5K	Buy	132 +1	+0.8%	+$232	0.02%	387
2024 Q1	$33.6K	Buy	+131	New	+$31.1K	0.02%	336

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Rise Advisors's CDW Position: Q4 2025 in Review

Rise Advisors sold out of CDW (CDW) in Q4 2025, closing a stake of 82 shares — an estimated $13K sold.

Rise Advisors first reported a position in CDW in Q1 2024 and held it in 7 quarters. The position peaked at $33.6K in Q1 2024. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

Rise Advisors reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 82 CDW shares in Q4 2025, an estimated $13K.
Rise Advisors first reported a position in CDW in Q1 2024 and held it in 7 quarters.
Rise Advisors's CDW position peaked at $33.6K in Q1 2024.
797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.