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Ruedi Wealth Management’s CDW CDW Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-9
Closed -$1.44K – 100
2025
Q1 		$1.44K Hold
9
– – ﹤0.01% 276
2024
Q4 		$1.57K Hold
9
– – ﹤0.01% 273
2024
Q3 		$2.04K Sell
9
-10
-53% -$2.22K ﹤0.01% 267
2024
Q2 		$4.25K Buy
+19
New +$4.41K ﹤0.01% 265

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruedi Wealth Management's CDW Position: Q2 2025 in Review

Ruedi Wealth Management sold out of CDW (CDW) in Q2 2025, closing a stake of 9 shares — an estimated $1.44K sold.

Ruedi Wealth Management first reported a position in CDW in Q2 2024 and held it in 4 quarters. The position peaked at $4.25K in Q2 2024. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Ruedi Wealth Management reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 9 CDW shares in Q2 2025, an estimated $1.44K.
  • Ruedi Wealth Management first reported a position in CDW in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's CDW position peaked at $4.25K in Q2 2024.
  • 848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.