Wealth Enhancement Advisory Services
CDW icon

Wealth Enhancement Advisory Services’s CDW CDW Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.74M Buy
19,005
+3,772
+25% +$474K ﹤0.01% 1377
2026
Q1 		$1.86M Buy
15,233
+2,304
+18% +$291K ﹤0.01% 1431
2025
Q4 		$1.74M Buy
12,929
+4,099
+46% +$604K ﹤0.01% 1591
2025
Q3 		$1.37M Sell
8,830
-80
-0.9% -$13.6K ﹤0.01% 1664
2025
Q2 		$1.62M Sell
8,910
-3,916
-31% -$665K ﹤0.01% 1469
2025
Q1 		$2.06M Buy
12,826
+858
+7% +$156K ﹤0.01% 1233
2024
Q4 		$2.08M Buy
11,968
+5,301
+80% +$1.03M ﹤0.01% 1170
2024
Q3 		$1.51M Buy
6,667
+451
+7% +$100K ﹤0.01% 1192
2024
Q2 		$1.39M Sell
6,216
-41,276
-87% -$9.57M ﹤0.01% 1142
2024
Q1 		$12.1M Sell
47,492
-531
-1% -$126K 0.03% 421
2023
Q4 		$10.9M Sell
48,023
-2,395
-5% -$508K 0.03% 412
2023
Q3 		$10.2M Buy
50,418
+33,115
+191% +$6.6M 0.03% 405
2023
Q2 		$3.18M Buy
17,303
+15,187
+718% +$2.65M 0.03% 162
2023
Q1 		$412K Buy
+2,116
New +$416K ﹤0.01% 403
2022
Q4 		– Sell
-8,563
Closed -$1.37M – 328
2022
Q3 		$1.37M Buy
+8,563
New +$1.47M 0.02% 206
2022
Q2 		– Sell
-11,843
Closed -$2.12M – 333
2022
Q1 		$2.12M Buy
11,843
+437
+4% +$80K 0.03% 189
2021
Q4 		$2.14M Buy
+11,406
New +$2.17M 0.03% 168
2020
Q1 		– Sell
-18,722
Closed -$2.67M – 224
2019
Q4 		$2.67M Buy
+18,722
New +$2.48M 0.09% 90

Other funds holding CDW

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's CDW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CDW (CDW) stake by 25% in Q2 2026, buying an estimated $474K and bringing the position to 19,005 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Wealth Enhancement Advisory Services first reported a position in CDW in Q4 2019 and has held it in 18 quarters since. The position peaked at $12.1M in Q1 2024. 127 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,005 shares of CDW worth $2.74M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,772 CDW shares in Q2 2026, an estimated $474K.
  • CDW made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1377 holding.
  • Wealth Enhancement Advisory Services first reported a position in CDW in Q4 2019 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's CDW position peaked at $12.1M in Q1 2024.
  • 127 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.