Atria Investments’s Cushman & Wakefield Ltd CWK Stock Holding History

Atria Investments’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	$351K	Buy	26,223 +10,067	+62%	+$135K	﹤0.01%	1745
2026 Q1	$198K	Buy	+16,156	New	+$232K	﹤0.01%	1981
2025 Q4	–	Sell	-12,970	Closed	-$206K	–	2049
2025 Q3	$206K	Buy	12,970 +2,084	+19%	+$29.4K	﹤0.01%	1935
2025 Q2	$121K	Buy	10,886 +157	+1%	+$1.54K	﹤0.01%	1958
2025 Q1	$110K	Buy	+10,729	New	+$130K	﹤0.01%	1871

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

Atria Investments's CWK Position: Q2 2026 in Review

Atria Investments increased its Cushman & Wakefield Ltd (CWK) stake by 62% in Q2 2026, buying an estimated $135K and bringing the position to 26,223 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Atria Investments first reported a position in CWK in Q1 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

Atria Investments held 26,223 shares of Cushman & Wakefield Ltd worth $351K as of Q2 2026.
Atria Investments bought 10,067 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $135K.
Cushman & Wakefield Ltd made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1745 holding.
Atria Investments first reported a position in Cushman & Wakefield Ltd in Q1 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.