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Wealthspire Advisors (New York)’s CDW CDW Stock Holding History

Wealthspire Advisors (New York)’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 		$244K Sell
2,018
-1,438
-42% -$182K ﹤0.01% 794
2025
Q4 		$471K Buy
3,456
+1,116
+48% +$165K ﹤0.01% 633
2025
Q3 		$373K Sell
2,340
-414
-15% -$70.4K ﹤0.01% 608
2025
Q2 		$492K Buy
2,754
+690
+33% +$117K ﹤0.01% 541
2025
Q1 		$331K Sell
2,064
-109
-5% -$19.8K ﹤0.01% 618
2024
Q4 		$378K Sell
2,173
-46
-2% -$8.94K ﹤0.01% 590
2024
Q3 		$502K Buy
+2,219
New +$493K 0.01% 501
2019
Q1 		– Sell
-141
Closed -$11K – 173
2018
Q4 		$11K Buy
+141
New +$12.1K ﹤0.01% 473

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Wealthspire Advisors (New York)'s CDW Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its CDW (CDW) stake by 42% in Q1 2026, selling an estimated $182K and leaving 2,018 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Wealthspire Advisors (New York) first reported a position in CDW in Q4 2018 and has held it in 8 quarters since. The position peaked at $502K in Q3 2024. 753 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,018 shares of CDW worth $244K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,438 CDW shares in Q1 2026, an estimated $182K.
  • CDW made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #794 holding.
  • Wealthspire Advisors (New York) first reported a position in CDW in Q4 2018 and has held it in 8 quarters since.
  • Wealthspire Advisors (New York)'s CDW position peaked at $502K in Q3 2024.
  • 753 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.