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Synergy Investment Management’s CDW CDW Stock Holding History

Synergy Investment 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 		$6.99K Sell
50
-1
-2% -$126 ﹤0.01% 683
2026
Q1 		$6.14K Buy
+51
New +$6.44K ﹤0.01% 555
2025
Q2 		– Sell
-50
Closed -$7.97K – 143
2025
Q1 		$7.97K Hold
50
– – ﹤0.01% 398
2024
Q4 		$8.65K Buy
+50
New +$9.71K ﹤0.01% 404

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 $3.38T AUM 44.17% 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

Synergy Investment Management's CDW Position: Q2 2026 in Review

Synergy Investment Management reduced its CDW (CDW) stake by 2% in Q2 2026, selling an estimated $126 and leaving 50 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Synergy Investment Management first reported a position in CDW in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.65K in Q4 2024. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Synergy Investment Management held 50 shares of CDW worth $6.99K as of Q2 2026.
  • Synergy Investment Management sold 1 CDW share in Q2 2026, an estimated $126.
  • CDW made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #683 holding.
  • Synergy Investment Management first reported a position in CDW in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's CDW position peaked at $8.65K in Q4 2024.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.