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Sound View Wealth Advisors Group’s CDW CDW Stock Holding History

Sound View Wealth Advisors Group’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
Q3 		– Sell
-1,186
Closed -$212K – 425
2025
Q2 		$212K Sell
1,186
-111
-9% -$18.9K 0.02% 397
2025
Q1 		$208K Buy
1,297
+91
+8% +$16.5K 0.02% 391
2024
Q4 		$210K Sell
1,206
-733
-38% -$142K 0.02% 397
2024
Q3 		$439K Buy
1,939
+4
+0.2% +$888 0.04% 274
2024
Q2 		$433K Hold
1,935
– – 0.04% 253
2024
Q1 		$495K Sell
1,935
-4
-0.2% -$950 0.05% 239
2023
Q4 		$441K Sell
1,939
-420
-18% -$89K 0.05% 249
2023
Q3 		$476K Buy
2,359
+26
+1% +$5.18K 0.06% 228
2023
Q2 		$428K Buy
2,333
+20
+0.9% +$3.49K 0.06% 238
2023
Q1 		$451K Buy
2,313
+374
+19% +$73.5K 0.06% 229
2022
Q4 		$441K Buy
+1,939
New +$341K 0.05% 249

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sound View Wealth Advisors Group's CDW Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of CDW (CDW) in Q3 2025, closing a stake of 1,186 shares — an estimated $212K sold.

Sound View Wealth Advisors Group first reported a position in CDW in Q4 2022 and held it in 11 quarters. The position peaked at $495K in Q1 2024. 819 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

  • Sound View Wealth Advisors Group reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,186 CDW shares in Q3 2025, an estimated $212K.
  • Sound View Wealth Advisors Group first reported a position in CDW in Q4 2022 and held it in 11 quarters.
  • Sound View Wealth Advisors Group's CDW position peaked at $495K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.