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Planning Strategies Inc.’s CDW CDW Stock Holding History

Planning Strategies Inc.’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 		$563 Buy
+4
New +$502 ﹤0.01% 839

Other funds holding CDW

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s CDW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in CDW (CDW) in Q2 2026: 4 shares worth $563. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings.

231 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Planning Strategies Inc. held 4 shares of CDW worth $563 as of Q2 2026.
  • CDW was a new Planning Strategies Inc. position in Q2 2026.
  • CDW made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #839 holding.
  • 231 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.