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VestGen Advisors’s CDW CDW Stock Holding History

VestGen 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 		$306K Sell
2,178
-60
-3% -$7.54K 0.01% 836
2026
Q1 		$222K Buy
2,238
+595
+36% +$75.2K 0.01% 965
2025
Q4 		$224K Sell
1,643
-96
-6% -$14.2K 0.01% 694
2025
Q3 		$277K Buy
1,739
+88
+5% +$15K 0.01% 613
2025
Q2 		$284K Sell
1,651
-6
-0.4% -$1.02K 0.01% 511
2025
Q1 		$266K Buy
+1,657
New +$301K 0.01% 487

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

VestGen Advisors's CDW Position: Q2 2026 in Review

VestGen Advisors reduced its CDW (CDW) stake by 2.7% in Q2 2026, selling an estimated $7.54K and leaving 2,178 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #836.

VestGen Advisors first reported a position in CDW in Q1 2025 and has held it in 6 quarters since. 753 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • VestGen Advisors held 2,178 shares of CDW worth $306K as of Q2 2026.
  • VestGen Advisors sold 60 CDW shares in Q2 2026, an estimated $7.54K.
  • CDW made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #836 holding.
  • VestGen Advisors first reported a position in CDW in Q1 2025 and has held it in 6 quarters since.
  • 753 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.