Abound Wealth Management’s Cushman & Wakefield Ltd CWK Stock Holding History

Abound Wealth Management’s Portfolio CWK Stock Details CWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$188	Hold	14	–	–	﹤0.01%	1125
2026 Q1	$172	Hold	14	–	–	﹤0.01%	1283
2025 Q4	$227	Hold	14	–	–	﹤0.01%	1130
2025 Q3	$223	Hold	14	–	–	﹤0.01%	1085
2025 Q2	$155	Hold	14	–	–	﹤0.01%	1131
2025 Q1	$144	Sell	14 -4	-22%	-$49	﹤0.01%	1107
2024 Q4	$236	Buy	18 +3	+20%	+$42	﹤0.01%	989
2024 Q3	$205	Sell	15 -5	-25%	-$63	﹤0.01%	1148
2024 Q2	$208	Sell	20 -12	-38%	-$124	﹤0.01%	1101
2024 Q1	$335	Hold	32	–	–	﹤0.01%	1080
2023 Q4	$346	Sell	32 -4	-11%	-$33	﹤0.01%	1094
2023 Q3	$275	Hold	36	–	–	﹤0.01%	1041
2023 Q2	$295	Buy	+36	New	+$313	﹤0.01%	1055

Other funds holding CWK

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return