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
Q3 		$2.58M Buy
20,034
+1,029
+5% +$145K ﹤0.01% 1507
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% -$9.6M ﹤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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's CDW Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its CDW (CDW) stake by 5.4% in Q3 2026, buying an estimated $145K and bringing the position to 20,034 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Wealth Enhancement Advisory Services first reported a position in CDW in Q4 2019 and has held it in 19 quarters since. The position peaked at $12.1M in Q1 2024. 454 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,034 shares of CDW worth $2.58M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,029 CDW shares in Q3 2026, an estimated $145K.
  • CDW made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1507 holding.
  • Wealth Enhancement Advisory Services first reported a position in CDW in Q4 2019 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's CDW position peaked at $12.1M in Q1 2024.
  • 454 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.