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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CDW holding history

CDW Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CDW overviewAll 13F holders of CDWFull Q2 2026 holdings

Shares (Q2 2026)
5,167
Value
$726.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CDW by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,167$726.7K<0.1%−5,984−53.7%ReducedHolders
Q1 202611,151$1.35M<0.1%−446,393−97.6%ReducedHolders
Q4 2025457,544$62.3M0.9%−43,597−8.7%ReducedHolders
Q3 2025501,141$79.8M1.2%−333−0.1%ReducedHolders
Q2 2025501,474$89.6M1.4%−8,337−1.6%ReducedHolders
Q1 2025509,811$81.7M1.3%−14,255−2.7%ReducedHolders
Q4 2024524,066$91.2M1.4%−12,051−2.2%ReducedHolders
Q3 2024536,117$121.3M1.8%−4,298−0.8%ReducedHolders
Q2 2024540,415$121.0M1.9%−938−0.2%ReducedHolders
Q1 2024541,353$138.5M2.2%+3,844+0.7%AddedHolders
Q4 2023537,509$122.2M2.0%+2,031+0.4%AddedHolders
Q3 2023535,478$108.0M2.0%−1,394−0.3%ReducedHolders
Q2 2023536,872$98.5M1.8%+320.0%AddedHolders
Q1 2023536,840$104.6M2.1%−9,623−1.8%ReducedHolders
Q4 2022546,463$97.6M2.0%+5,541+1.0%AddedHolders
Q3 2022540,922$84.4M1.9%+7,604+1.4%AddedHolders
Q2 2022533,318$84.0M1.8%+4,002+0.8%AddedHolders
Q1 2022529,316$94.7M1.7%+16,891+3.3%AddedHolders
Q4 2021512,425$104.9M1.7%+4,247+0.8%AddedHolders
Q3 2021508,178$92.5M1.7%−3,371−0.7%ReducedHolders
Q2 2021511,549$89.3M1.6%+7,686+1.5%AddedHolders
Q1 2021503,863$83.5M1.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.