Wood Tarver Financial Group’s CDW CDW Stock Holding History

Wood Tarver Financial Group’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
2025 Q3	–	Sell	-4	Closed	–	–	238
2025 Q2	$0	Hold	4	–	–	﹤0.01%	604
2025 Q1	$642	Hold	4	–	–	﹤0.01%	618
2024 Q4	$0	Buy	+4	New	+$777	﹤0.01%	615

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wood Tarver Financial Group's CDW Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of CDW (CDW) in Q3 2025, closing a stake of 4 shares.

Wood Tarver Financial Group first reported a position in CDW in Q4 2024 and held it in 3 quarters. The position peaked at $642 in Q1 2025. 817 funds tracked by Wall St. Rank hold CDW as of Q3 2025.

Wood Tarver Financial Group reported no remaining CDW position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 4 CDW shares in Q3 2025.
Wood Tarver Financial Group first reported a position in CDW in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's CDW position peaked at $642 in Q1 2025.
817 funds tracked by Wall St. Rank held CDW as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.