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

AE 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
Q1 		– Sell
-10,480
Closed -$170K – 2613
2025
Q4 		$170K Buy
+10,480
New +$166K ﹤0.01% 1555

Other funds holding CWK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

AE Wealth Management's CWK Position: Q1 2026 in Review

AE Wealth Management sold out of Cushman & Wakefield Ltd (CWK) in Q1 2026, closing a stake of 10,480 shares — an estimated $170K sold.

AE Wealth Management first reported a position in CWK in Q4 2025 and held it in 1 quarter. The position peaked at $170K in Q4 2025. 328 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

  • AE Wealth Management reported no remaining Cushman & Wakefield Ltd position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 10,480 Cushman & Wakefield Ltd shares in Q1 2026, an estimated $170K.
  • AE Wealth Management first reported a position in Cushman & Wakefield Ltd in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Cushman & Wakefield Ltd position peaked at $170K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.