TWM
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Tripletail Wealth Management’s CDW CDW Stock Holding History

Tripletail 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
Q1 		$12.1K Hold
99
– – 0.02% 204
2025
Q4 		$13.5K Hold
99
– – 0.02% 201
2025
Q3 		$15.6K Buy
+99
New +$16.8K 0.02% 238

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tripletail Wealth Management's CDW Position: Q1 2026 in Review

Tripletail Wealth Management held its CDW (CDW) position steady in Q1 2026 at 99 shares worth $12.1K. The position accounts for 0.02% of the portfolio, ranked #204.

Tripletail Wealth Management first reported a position in CDW in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.6K in Q3 2025. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Tripletail Wealth Management held 99 shares of CDW worth $12.1K as of Q1 2026.
  • Tripletail Wealth Management left its CDW share count unchanged in Q1 2026.
  • CDW made up 0.02% of Tripletail Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Tripletail Wealth Management first reported a position in CDW in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's CDW position peaked at $15.6K in Q3 2025.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.