VWA
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Valued Wealth Advisors’s CDW CDW Stock Holding History

Valued 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 		$1.13K Hold
8
– – ﹤0.01% 761
2026
Q1 		$969 Hold
8
– – ﹤0.01% 628
2025
Q4 		$1.09K Hold
8
– – ﹤0.01% 465
2025
Q3 		$1.27K Hold
8
– – ﹤0.01% 427
2025
Q2 		$1.43K Sell
8
-6
-43% -$1.02K ﹤0.01% 411
2025
Q1 		$2.24K Hold
14
– – ﹤0.01% 401
2024
Q4 		$2.44K Hold
14
– – ﹤0.01% 388
2024
Q3 		$3.17K Sell
14
-1
-7% -$222 ﹤0.01% 330
2024
Q2 		$3.36K Hold
15
– – ﹤0.01% 312
2024
Q1 		$3.84K Buy
15
+7
+88% +$1.66K ﹤0.01% 275
2023
Q4 		$1.61K Buy
+8
New +$1.7K ﹤0.01% 327

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

Valued Wealth Advisors's CDW Position: Q2 2026 in Review

Valued Wealth Advisors held its CDW (CDW) position steady in Q2 2026 at 8 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Valued Wealth Advisors first reported a position in CDW in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.84K in Q1 2024. 757 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Valued Wealth Advisors held 8 shares of CDW worth $1.13K as of Q2 2026.
  • Valued Wealth Advisors left its CDW share count unchanged in Q2 2026.
  • CDW made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #761 holding.
  • Valued Wealth Advisors first reported a position in CDW in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's CDW position peaked at $3.84K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.