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Wealth Alliance’s CDW CDW Stock Holding History

Wealth Alliance’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 		$460K Buy
3,805
+1,697
+81% +$214K 0.05% 311
2025
Q4 		$287K Sell
2,108
-735
-26% -$108K 0.03% 442
2025
Q3 		$453K Sell
2,843
-162
-5% -$27.5K 0.05% 322
2025
Q2 		$537K Buy
3,005
+659
+28% +$112K 0.06% 276
2025
Q1 		$376K Buy
+2,346
New +$426K 0.05% 341
2022
Q2 		– Sell
-2,272
Closed -$407K – 452
2022
Q1 		$407K Buy
2,272
+249
+12% +$45.6K 0.08% 263
2021
Q4 		$414K Sell
2,023
-519
-20% -$98.7K 0.08% 264
2021
Q3 		$463K Sell
2,542
-62
-2% -$11.7K 0.1% 218
2021
Q2 		$455K Sell
2,604
-76
-3% -$13.1K 0.11% 219
2021
Q1 		$444K Sell
2,680
-130
-5% -$19.4K 0.12% 194
2020
Q4 		$370K Sell
2,810
-74
-3% -$9.69K 0.11% 230
2020
Q3 		$345K Buy
2,884
+87
+3% +$9.95K 0.12% 201
2020
Q2 		$325K Buy
2,797
+230
+9% +$24.9K 0.13% 201
2020
Q1 		$239K Buy
+2,567
New +$314K 0.13% 194

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

Wealth Alliance's CDW Position: Q1 2026 in Review

Wealth Alliance increased its CDW (CDW) stake by 81% in Q1 2026, buying an estimated $214K and bringing the position to 3,805 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #311.

Wealth Alliance first reported a position in CDW in Q1 2020 and has held it in 14 quarters since. The position peaked at $537K in Q2 2025. 750 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Wealth Alliance held 3,805 shares of CDW worth $460K as of Q1 2026.
  • Wealth Alliance bought 1,697 CDW shares in Q1 2026, an estimated $214K.
  • CDW made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #311 holding.
  • Wealth Alliance first reported a position in CDW in Q1 2020 and has held it in 14 quarters since.
  • Wealth Alliance's CDW position peaked at $537K in Q2 2025.
  • 750 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.