Wealth Enhancement Trust Services’s CDW CDW Stock Holding History

Wealth Enhancement Trust 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	–	Sell	-7	Closed	-$984	–	915
2026 Q2	$984	Buy	+7	New	+$879	﹤0.01%	1133

Other funds holding CDW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Wealth Enhancement Trust Services sold out of CDW (CDW) in Q3 2026, closing a stake of 7 shares — an estimated $984 sold.

Wealth Enhancement Trust Services first reported a position in CDW in Q2 2026 and held it in 1 quarter. The position peaked at $984 in Q2 2026. 627 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

Wealth Enhancement Trust Services reported no remaining CDW position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Trust Services sold 7 CDW shares in Q3 2026, an estimated $984.
Wealth Enhancement Trust Services first reported a position in CDW in Q2 2026 and held it in 1 quarter.
Wealth Enhancement Trust Services's CDW position peaked at $984 in Q2 2026.
627 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.