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Waverly Advisors’s CDW CDW Stock Holding History

Waverly 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
Q1 		$454K Buy
3,755
+598
+19% +$75.6K ﹤0.01% 1125
2025
Q4 		$430K Buy
3,157
+259
+9% +$38.2K ﹤0.01% 1062
2025
Q3 		$462K Buy
2,898
+550
+23% +$93.5K ﹤0.01% 875
2025
Q2 		$419K Buy
2,348
+314
+15% +$53.3K ﹤0.01% 856
2025
Q1 		$326K Sell
2,034
-113
-5% -$20.5K ﹤0.01% 901
2024
Q4 		$374K Buy
+2,147
New +$417K 0.01% 755

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverly Advisors's CDW Position: Q1 2026 in Review

Waverly Advisors increased its CDW (CDW) stake by 19% in Q1 2026, buying an estimated $75.6K and bringing the position to 3,755 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Waverly Advisors first reported a position in CDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $462K in Q3 2025. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Waverly Advisors held 3,755 shares of CDW worth $454K as of Q1 2026.
  • Waverly Advisors bought 598 CDW shares in Q1 2026, an estimated $75.6K.
  • CDW made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1125 holding.
  • Waverly Advisors first reported a position in CDW in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's CDW position peaked at $462K in Q3 2025.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.