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Whipplewood Advisors’s CDW CDW Stock Holding History

Whipplewood Advisors’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 		$703 Hold
5
– – ﹤0.01% 584
2026
Q1 		$605 Buy
+5
New +$632 ﹤0.01% 971
2025
Q3 		– Sell
-5
Closed -$893 – 443
2025
Q2 		$893 Sell
5
-145
-97% -$24.6K ﹤0.01% 1033
2025
Q1 		$801 Buy
150
+145
+2,900% +$26.3K ﹤0.01% 1064
2024
Q4 		$870 Buy
+5
New +$971 ﹤0.01% 1040

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's CDW Position: Q2 2026 in Review

Whipplewood Advisors held its CDW (CDW) position steady in Q2 2026 at 5 shares worth $703. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Whipplewood Advisors first reported a position in CDW in Q4 2024 and has held it in 5 quarters since. The position peaked at $893 in Q2 2025. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Whipplewood Advisors held 5 shares of CDW worth $703 as of Q2 2026.
  • Whipplewood Advisors left its CDW share count unchanged in Q2 2026.
  • CDW made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #584 holding.
  • Whipplewood Advisors first reported a position in CDW in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's CDW position peaked at $893 in Q2 2025.
  • 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.