Root Financial Partners
CDW icon

Root Financial Partners’s CDW CDW Stock Holding History

Root Financial 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
2026
Q3 		$104K Buy
+814
New +$115K ﹤0.01% 718
2026
Q2 		– Sell
-263
Closed -$31.8K – 893
2026
Q1 		$31.8K Buy
263
+93
+55% +$11.8K ﹤0.01% 1086
2025
Q4 		$23.2K Buy
170
+7
+4% +$1.03K ﹤0.01% 1105
2025
Q3 		$26K Buy
+163
New +$27.7K ﹤0.01% 986

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Vanguard Portfolio Management
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Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Root Financial Partners's CDW Position: Q3 2026 in Review

Root Financial Partners opened a new position in CDW (CDW) in Q3 2026: 814 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CDW as recently as Q1 2026.

Root Financial Partners first reported a position in CDW in Q3 2025 and has held it in 4 quarters since. 627 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Root Financial Partners held 814 shares of CDW worth $104K as of Q3 2026.
  • CDW was a new Root Financial Partners position in Q3 2026.
  • CDW made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #718 holding.
  • Root Financial Partners first reported a position in CDW in Q3 2025 and has held it in 4 quarters since.
  • 627 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.