Summit Wealth Group (Colorado)’s CDW CDW Stock Holding History

Summit Wealth Group (Colorado)’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	-1,448	Closed	-$292K	–	326
2025 Q3	$292K	Buy	+1,448	New	+$246K	0.03%	360

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CDW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of CDW (CDW) in Q4 2025, closing a stake of 1,448 shares — an estimated $292K sold.

Summit Wealth Group (Colorado) first reported a position in CDW in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 797 funds tracked by Wall St. Rank hold CDW as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining CDW position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 1,448 CDW shares in Q4 2025, an estimated $292K.
Summit Wealth Group (Colorado) first reported a position in CDW in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s CDW position peaked at $292K in Q3 2025.
797 funds tracked by Wall St. Rank held CDW as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.