United Financial Planning Group’s CDW CDW Stock Holding History

United Financial Planning Group’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	–	Sell	-8	Closed	-$1.09K	–	495
2025 Q4	$1.09K	Buy	+8	New	+$1.18K	﹤0.01%	360

Other funds holding CDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Financial Planning Group's CDW Position: Q1 2026 in Review

United Financial Planning Group sold out of CDW (CDW) in Q1 2026, closing a stake of 8 shares — an estimated $1.09K sold.

United Financial Planning Group first reported a position in CDW in Q4 2025 and held it in 1 quarter. The position peaked at $1.09K in Q4 2025. 758 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

United Financial Planning Group reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 8 CDW shares in Q1 2026, an estimated $1.09K.
United Financial Planning Group first reported a position in CDW in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's CDW position peaked at $1.09K in Q4 2025.
758 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.