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SHP Wealth Management’s CDW CDW Stock Holding History

SHP 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
2026
Q2 		$16K Buy
114
+11
+11% +$1.38K ﹤0.01% 843
2026
Q1 		$12.5K Sell
103
-70
-40% -$8.85K ﹤0.01% 845
2025
Q4 		$23.6K Buy
+173
New +$25.5K ﹤0.01% 647

Other funds holding CDW

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

SHP Wealth Management's CDW Position: Q2 2026 in Review

SHP Wealth Management increased its CDW (CDW) stake by 11% in Q2 2026, buying an estimated $1.38K and bringing the position to 114 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

SHP Wealth Management first reported a position in CDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.6K in Q4 2025. 417 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • SHP Wealth Management held 114 shares of CDW worth $16K as of Q2 2026.
  • SHP Wealth Management bought 11 CDW shares in Q2 2026, an estimated $1.38K.
  • CDW made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #843 holding.
  • SHP Wealth Management first reported a position in CDW in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's CDW position peaked at $23.6K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.