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Creative Planning CDW Position History
CDW Corporation • Technology
Quarters held
8
Latest value
$3.9M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $157K |
| Q3 2025 | $4.1M |
| Q4 2025 | $1.7M |
| Q1 2026 | $3M |
| Q2 2026 | $3K |
| Q2 2026 | $3.8M |
| Q3 2026 | $3K |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 30.1K | — | — |
| Q3 2026 | $3K | 23 | — | — |
| Q2 2026 | $3.8M | 27.3K | — | — |
| Q2 2026 | $3K | 23 | — | — |
| Q1 2026 | $3M | 24.7K | — | — |
| Q4 2025 | $1.7M | 12.3K | — | — |
| Q3 2025 | $4.1M | 26.0K | — | — |
| Q3 2025 | $157K | 984 | — | — |
Other funds holding CDW
$2.9B
$2.6B
$2.5B
$2.2B
$1.4B
$1.3B
$1.3B