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Sagespring Wealth Partners’s CDW CDW Stock Holding History

Sagespring 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
2026
Q1 		– Sell
-2,199
Closed -$300K – 802
2025
Q4 		$300K Buy
2,199
+472
+27% +$69.6K 0.01% 620
2025
Q3 		$275K Buy
1,727
+155
+10% +$26.3K 0.01% 629
2025
Q2 		$281K Buy
+1,572
New +$267K 0.01% 597

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sagespring Wealth Partners's CDW Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of CDW (CDW) in Q1 2026, closing a stake of 2,199 shares — an estimated $300K sold.

Sagespring Wealth Partners first reported a position in CDW in Q2 2025 and held it in 3 quarters. The position peaked at $300K in Q4 2025. 754 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 2,199 CDW shares in Q1 2026, an estimated $300K.
  • Sagespring Wealth Partners first reported a position in CDW in Q2 2025 and held it in 3 quarters.
  • Sagespring Wealth Partners's CDW position peaked at $300K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.