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Beacon Pointe Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Beacon Pointe Advisors’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 		$176K Sell
13,135
-44,484
-77% -$597K ﹤0.01% 1828
2026
Q1 		$706K Buy
+57,619
New +$826K ﹤0.01% 1142
2024
Q4 		– Sell
-12,082
Closed -$165K – 1223
2024
Q3 		$165K Hold
12,082
– – ﹤0.01% 1173
2024
Q2 		$126K Hold
12,082
– – ﹤0.01% 1218
2024
Q1 		$126K Hold
12,082
– – ﹤0.01% 1294
2023
Q4 		$130K Buy
+12,082
New +$101K ﹤0.01% 1260

Other funds holding CWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Pointe Advisors's CWK Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Cushman & Wakefield Ltd (CWK) stake by 77% in Q2 2026, selling an estimated $597K and leaving 13,135 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Beacon Pointe Advisors first reported a position in CWK in Q4 2023 and has held it in 6 quarters since. The position peaked at $706K in Q1 2026. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • Beacon Pointe Advisors held 13,135 shares of Cushman & Wakefield Ltd worth $176K as of Q2 2026.
  • Beacon Pointe Advisors sold 44,484 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $597K.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1828 holding.
  • Beacon Pointe Advisors first reported a position in Cushman & Wakefield Ltd in Q4 2023 and has held it in 6 quarters since.
  • Beacon Pointe Advisors's Cushman & Wakefield Ltd position peaked at $706K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.