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Twin Peaks Wealth Advisors’s CDW CDW Stock Holding History

Twin Peaks Wealth 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 		– Sell
-89
Closed -$10.8K – 562
2026
Q1 		$10.8K Buy
+89
New +$11.2K ﹤0.01% 1025
2025
Q3 		– Sell
-52
Closed -$8.53K – 495
2025
Q2 		$8.53K Buy
+52
New +$8.83K ﹤0.01% 1029

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

Twin Peaks Wealth Advisors's CDW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CDW (CDW) in Q2 2026, closing a stake of 89 shares — an estimated $10.8K sold.

Twin Peaks Wealth Advisors first reported a position in CDW in Q2 2025 and held it in 2 quarters. The position peaked at $10.8K in Q1 2026. 758 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 89 CDW shares in Q2 2026, an estimated $10.8K.
  • Twin Peaks Wealth Advisors first reported a position in CDW in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's CDW position peaked at $10.8K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.