VF
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Vest Financial’s CDW CDW Stock Holding History

Vest Financial’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 		$2.73M Buy
19,422
+7,920
+69% +$995K 0.03% 307
2026
Q1 		$1.39M Buy
11,502
+3,691
+47% +$466K 0.02% 355
2025
Q4 		$1.06M Buy
7,811
+3,482
+80% +$513K 0.01% 365
2025
Q3 		$690K Buy
4,329
+1,693
+64% +$288K 0.01% 371
2025
Q2 		$471K Buy
2,636
+393
+18% +$66.8K 0.01% 373
2025
Q1 		$359K Buy
2,243
+648
+41% +$118K 0.01% 377
2024
Q4 		$278K Buy
1,595
+684
+75% +$133K ﹤0.01% 269
2024
Q3 		$206K Buy
+911
New +$202K ﹤0.01% 270

Other funds holding CDW

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Vest Financial's CDW Position: Q2 2026 in Review

Vest Financial increased its CDW (CDW) stake by 69% in Q2 2026, buying an estimated $995K and bringing the position to 19,422 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #307.

Vest Financial first reported a position in CDW in Q3 2024 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Vest Financial held 19,422 shares of CDW worth $2.73M as of Q2 2026.
  • Vest Financial bought 7,920 CDW shares in Q2 2026, an estimated $995K.
  • CDW made up 0.03% of Vest Financial's portfolio in Q2 2026, its #307 holding.
  • Vest Financial first reported a position in CDW in Q3 2024 and has held it in 8 quarters since.
  • 267 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.