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Bell Investment Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Bell Investment 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 		$16K Sell
1,193
-804
-40% -$10.8K ﹤0.01% 548
2026
Q1 		$24.5K Sell
1,997
-40
-2% -$574 ﹤0.01% 400
2025
Q4 		$33K Buy
2,037
+111
+6% +$1.76K 0.01% 315
2025
Q3 		$30.7K Buy
1,926
+219
+13% +$3.09K 0.01% 321
2025
Q2 		$18.9K Buy
1,707
+1,499
+721% +$14.7K ﹤0.01% 440
2025
Q1 		$2.13K Hold
208
– – ﹤0.01% 1289
2024
Q4 		$2.72K Sell
208
-52
-20% -$722 ﹤0.01% 1210
2024
Q3 		$3.54K Hold
260
– – ﹤0.01% 1097
2024
Q2 		$2.7K Buy
260
+47
+22% +$486 ﹤0.01% 1231
2024
Q1 		$2.23K Hold
213
– – ﹤0.01% 1309
2023
Q4 		$2.3K Sell
213
-52
-20% -$433 ﹤0.01% 1269
2023
Q3 		$2.02K Buy
265
+52
+24% +$471 ﹤0.01% 1265
2023
Q2 		$1.74K Sell
213
-137
-39% -$1.19K ﹤0.01% 1366
2023
Q1 		$3.69K Sell
350
-252
-42% -$3.24K ﹤0.01% 938
2022
Q4 		$7.5K Buy
602
+465
+339% +$5.38K ﹤0.01% 603
2022
Q3 		$2K Buy
+137
New +$2.07K ﹤0.01% 1077
2021
Q4 		$2K Buy
+89
New +$1.72K ﹤0.01% 1120

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

Bell Investment Advisors's CWK Position: Q2 2026 in Review

Bell Investment Advisors reduced its Cushman & Wakefield Ltd (CWK) stake by 40% in Q2 2026, selling an estimated $10.8K and leaving 1,193 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Bell Investment Advisors first reported a position in CWK in Q4 2021 and has held it in 17 quarters since. The position peaked at $33K in Q4 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • Bell Investment Advisors held 1,193 shares of Cushman & Wakefield Ltd worth $16K as of Q2 2026.
  • Bell Investment Advisors sold 804 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $10.8K.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #548 holding.
  • Bell Investment Advisors first reported a position in Cushman & Wakefield Ltd in Q4 2021 and has held it in 17 quarters since.
  • Bell Investment Advisors's Cushman & Wakefield Ltd position peaked at $33K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.