VAG
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VisionPoint Advisory Group’s CDW CDW Stock Holding History

VisionPoint Advisory 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
Q2 		$208K Buy
+1,478
New +$186K 0.03% 456
2026
Q1 		– Sell
-1,554
Closed -$212K – 451
2025
Q4 		$212K Buy
+1,554
New +$229K 0.04% 375
2025
Q3 		– Sell
-1,142
Closed -$204K – 397
2025
Q2 		$204K Sell
1,142
-142
-11% -$24.1K 0.04% 347
2025
Q1 		$206K Buy
1,284
+146
+13% +$26.5K 0.07% 196
2024
Q4 		$193K Sell
1,138
-34
-3% -$6.61K 0.07% 185
2024
Q3 		$265K Buy
1,172
+240
+26% +$53.3K 0.09% 152
2024
Q2 		$209K Buy
932
+177
+23% +$41K 0.07% 160
2024
Q1 		$193K Buy
755
+279
+59% +$66.3K 0.07% 170
2023
Q4 		$108K Buy
476
+338
+245% +$71.6K 0.04% 187
2023
Q3 		$27.8K Buy
+138
New +$27.5K 0.01% 319

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

VisionPoint Advisory Group's CDW Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in CDW (CDW) in Q2 2026: 1,478 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #456 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in CDW as recently as Q4 2025.

VisionPoint Advisory Group first reported a position in CDW in Q3 2023 and has held it in 10 quarters since. The position peaked at $265K in Q3 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • VisionPoint Advisory Group held 1,478 shares of CDW worth $208K as of Q2 2026.
  • CDW was a new VisionPoint Advisory Group position in Q2 2026.
  • CDW made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #456 holding.
  • VisionPoint Advisory Group first reported a position in CDW in Q3 2023 and has held it in 10 quarters since.
  • VisionPoint Advisory Group's CDW position peaked at $265K in Q3 2024.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.