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Spire Wealth Management’s CDW CDW Stock Holding History

Spire 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 		$44.4K Buy
316
+2
+0.6% +$251 ﹤0.01% 1211
2026
Q1 		$38K Buy
314
+2
+0.6% +$253 ﹤0.01% 1249
2025
Q4 		$42.5K Sell
312
-204
-40% -$30.1K ﹤0.01% 1234
2025
Q3 		$82.2K Buy
516
+1
+0.2% +$170 ﹤0.01% 1070
2025
Q2 		$92K Buy
515
+13
+3% +$2.21K ﹤0.01% 1004
2025
Q1 		$80.5K Sell
502
-9
-2% -$1.64K ﹤0.01% 1120
2024
Q4 		$88.9K Sell
511
-193
-27% -$37.5K ﹤0.01% 1079
2024
Q3 		$159K Sell
704
-2
-0.3% -$444 0.01% 788
2024
Q2 		$158K Sell
706
-36
-5% -$8.35K 0.01% 770
2024
Q1 		$190K Sell
742
-35
-5% -$8.31K ﹤0.01% 778
2023
Q4 		$176K Sell
777
-3
-0.4% -$636 0.01% 797
2023
Q3 		$157K Sell
780
-127
-14% -$25.3K 0.01% 785
2023
Q2 		$167K Sell
907
-487
-35% -$85.1K 0.01% 780
2023
Q1 		$272K Buy
1,394
+32
+2% +$6.29K 0.01% 636
2022
Q4 		$243K Buy
1,362
+170
+14% +$29.9K 0.01% 506
2022
Q3 		$186K Sell
1,192
-9
-0.7% -$1.54K 0.01% 546
2022
Q2 		$189K Sell
1,201
-52,740
-98% -$8.87M 0.01% 789
2022
Q1 		$9.66M Buy
53,941
+49,209
+1,040% +$9M 0.26% 109
2021
Q4 		$969K Buy
4,732
+4,102
+651% +$780K 0.02% 478
2021
Q3 		$115K Buy
630
+71
+13% +$13.4K ﹤0.01% 1141
2021
Q2 		$98K Sell
559
-4,412
-89% -$760K ﹤0.01% 1189
2021
Q1 		$833K Buy
+4,971
New +$742K 0.02% 505

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Spire Wealth Management increased its CDW (CDW) stake by 0.64% in Q2 2026, buying an estimated $251 and bringing the position to 316 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Spire Wealth Management first reported a position in CDW in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.66M in Q1 2022. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Spire Wealth Management held 316 shares of CDW worth $44.4K as of Q2 2026.
  • Spire Wealth Management bought 2 CDW shares in Q2 2026, an estimated $251.
  • CDW made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1211 holding.
  • Spire Wealth Management first reported a position in CDW in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's CDW position peaked at $9.66M in Q1 2022.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.