SHJ
CDW icon

Sharkey, Howes & Javer’s CDW CDW Stock Holding History

Sharkey, Howes & Javer’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
-1,259
Closed -$201K – 161
2025
Q3 		$201K Hold
1,259
– – 0.03% 158
2025
Q2 		$225K Hold
1,259
– – 0.03% 147
2025
Q1 		$202K Hold
1,259
– – 0.03% 148
2024
Q4 		$219K Hold
1,259
– – 0.03% 140
2024
Q3 		$285K Hold
1,259
– – 0.04% 126
2024
Q2 		$282K Hold
1,259
– – 0.05% 100
2024
Q1 		$322K Hold
1,259
– – 0.05% 99
2023
Q4 		$286K Hold
1,259
– – 0.05% 98
2023
Q3 		$254K Buy
+1,259
New +$251K 0.05% 96

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sharkey, Howes & Javer's CDW Position: Q4 2025 in Review

Sharkey, Howes & Javer sold out of CDW (CDW) in Q4 2025, closing a stake of 1,259 shares — an estimated $201K sold.

Sharkey, Howes & Javer first reported a position in CDW in Q3 2023 and held it in 9 quarters. The position peaked at $322K in Q1 2024. 796 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

  • Sharkey, Howes & Javer reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,259 CDW shares in Q4 2025, an estimated $201K.
  • Sharkey, Howes & Javer first reported a position in CDW in Q3 2023 and held it in 9 quarters.
  • Sharkey, Howes & Javer's CDW position peaked at $322K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2025, filed 13 Jan 2026.