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Transamerica Financial Advisors’s CDW CDW Stock Holding History

Transamerica Financial Advisors’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 		$78.5K Buy
557
+33
+6% +$4.14K 0.01% 632
2026
Q1 		$63.5K Buy
524
+96
+22% +$12.1K 0.01% 615
2025
Q4 		$58.3K Buy
428
+58
+16% +$8.55K ﹤0.01% 526
2025
Q3 		$58.9K Buy
370
+21
+6% +$3.57K ﹤0.01% 463
2025
Q2 		$62.2K Buy
349
+315
+926% +$53.5K 0.01% 299
2025
Q1 		$6K Buy
+34
New +$6.18K ﹤0.01% 355

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

Transamerica Financial Advisors's CDW Position: Q2 2026 in Review

Transamerica Financial Advisors increased its CDW (CDW) stake by 6.3% in Q2 2026, buying an estimated $4.14K and bringing the position to 557 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #632.

Transamerica Financial Advisors first reported a position in CDW in Q1 2025 and has held it in 6 quarters since. 755 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Transamerica Financial Advisors held 557 shares of CDW worth $78.5K as of Q2 2026.
  • Transamerica Financial Advisors bought 33 CDW shares in Q2 2026, an estimated $4.14K.
  • CDW made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #632 holding.
  • Transamerica Financial Advisors first reported a position in CDW in Q1 2025 and has held it in 6 quarters since.
  • 755 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.