WPW
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Waldron Private Wealth’s CDW CDW Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-3,366
Closed -$586K – 316
2024
Q4 		$586K Buy
3,366
+1,708
+103% +$332K 0.02% 233
2024
Q3 		$375K Buy
1,658
+25
+2% +$5.55K 0.02% 294
2024
Q2 		$366K Sell
1,633
-14
-0.9% -$3.25K 0.02% 284
2024
Q1 		$421K Sell
1,647
-2,148
-57% -$510K 0.02% 267
2023
Q4 		$863K Buy
3,795
+15
+0.4% +$3.18K 0.04% 168
2023
Q3 		$763K Buy
3,780
+16
+0.4% +$3.19K 0.04% 178
2023
Q2 		$691K Sell
3,764
-142
-4% -$24.8K 0.03% 194
2023
Q1 		$761K Buy
3,906
+1,577
+68% +$310K 0.04% 197
2022
Q4 		$363K Hold
2,329
– – 0.02% 279
2022
Q3 		$363K Buy
2,329
+566
+32% +$97K 0.02% 279
2022
Q2 		$277K Buy
1,763
+22
+1% +$3.7K 0.02% 309
2022
Q1 		$311K Buy
1,741
+621
+55% +$114K 0.02% 304
2021
Q4 		$229K Buy
1,120
+2
+0.2% +$380 0.01% 347
2021
Q3 		$203K Buy
+1,118
New +$211K 0.01% 343

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waldron Private Wealth's CDW Position: Q1 2025 in Review

Waldron Private Wealth sold out of CDW (CDW) in Q1 2025, closing a stake of 3,366 shares — an estimated $586K sold.

Waldron Private Wealth first reported a position in CDW in Q3 2021 and held it in 14 quarters. The position peaked at $863K in Q4 2023. 840 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

  • Waldron Private Wealth reported no remaining CDW position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 3,366 CDW shares in Q1 2025, an estimated $586K.
  • Waldron Private Wealth first reported a position in CDW in Q3 2021 and held it in 14 quarters.
  • Waldron Private Wealth's CDW position peaked at $863K in Q4 2023.
  • 840 funds tracked by Wall St. Rank held CDW as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.