Action Point Financial Planning’s Cushman & Wakefield Ltd CWK Stock Holding History

Action Point Financial Planning’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	$1.78K	Buy	+134	New	+$1.8K	﹤0.01%	2300

Other funds holding CWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's CWK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Cushman & Wakefield Ltd (CWK) in Q2 2026: 134 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #2300 among its holdings.

308 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

Action Point Financial Planning held 134 shares of Cushman & Wakefield Ltd worth $1.78K as of Q2 2026.
Cushman & Wakefield Ltd was a new Action Point Financial Planning position in Q2 2026.
Cushman & Wakefield Ltd made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2300 holding.
308 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.