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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
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 $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

Twin Peaks Wealth Advisors's CDW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in CDW (CDW) in Q1 2026: 89 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CDW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CDW in Q2 2025 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 89 shares of CDW worth $10.8K as of Q1 2026.
  • CDW was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • CDW made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1025 holding.
  • Twin Peaks Wealth Advisors first reported a position in CDW in Q2 2025 and has held it in 2 quarters since.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.