TWD
CDW icon

True Wealth Design’s CDW CDW Stock Holding History

True Wealth Design’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 		$40.6K Buy
289
+24
+9% +$3.01K 0.01% 568
2026
Q1 		$32.1K Buy
265
+205
+342% +$25.9K 0.01% 538
2025
Q4 		$8.17K Sell
60
-38
-39% -$5.6K ﹤0.01% 930
2025
Q3 		$15.6K Buy
98
+69
+238% +$11.7K ﹤0.01% 698
2025
Q2 		$5.18K Buy
29
+19
+190% +$3.23K ﹤0.01% 788
2025
Q1 		$1.6K Buy
10
+6
+150% +$1.09K ﹤0.01% 1088
2024
Q4 		$697 Sell
4
-2
-33% -$389 ﹤0.01% 1029
2024
Q3 		$1.36K Sell
6
-1
-14% -$222 ﹤0.01% 894
2024
Q2 		$1.57K Buy
7
+2
+40% +$464 ﹤0.01% 402
2024
Q1 		$1.28K Buy
5
+2
+67% +$475 ﹤0.01% 404
2023
Q4 		$682 Hold
3
– – ﹤0.01% 405
2023
Q3 		$606 Hold
3
– – ﹤0.01% 384
2023
Q2 		$551 Hold
3
– – ﹤0.01% 416
2023
Q1 		$585 Hold
3
– – ﹤0.01% 491
2022
Q4 		$536 Buy
+3
New +$527 ﹤0.01% 438

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

True Wealth Design's CDW Position: Q2 2026 in Review

True Wealth Design increased its CDW (CDW) stake by 9.1% in Q2 2026, buying an estimated $3.01K and bringing the position to 289 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #568.

True Wealth Design first reported a position in CDW in Q4 2022 and has held it in 15 quarters since. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • True Wealth Design held 289 shares of CDW worth $40.6K as of Q2 2026.
  • True Wealth Design bought 24 CDW shares in Q2 2026, an estimated $3.01K.
  • CDW made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #568 holding.
  • True Wealth Design first reported a position in CDW in Q4 2022 and has held it in 15 quarters since.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.