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Bruce G. Allen Investments’s Cushman & Wakefield Ltd CWK Stock Holding History

Bruce G. Allen 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
Q1 		$184 Hold
15
– – ﹤0.01% 1062
2025
Q4 		$243 Hold
15
– – ﹤0.01% 1042
2025
Q3 		$239 Hold
15
– – ﹤0.01% 1040
2025
Q2 		$166 Buy
+15
New +$147 ﹤0.01% 1059

Other funds holding CWK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bruce G. Allen Investments's CWK Position: Q1 2026 in Review

Bruce G. Allen Investments held its Cushman & Wakefield Ltd (CWK) position steady in Q1 2026 at 15 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Bruce G. Allen Investments first reported a position in CWK in Q2 2025 and has held it in 4 quarters since. The position peaked at $243 in Q4 2025. 326 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

  • Bruce G. Allen Investments held 15 shares of Cushman & Wakefield Ltd worth $184 as of Q1 2026.
  • Bruce G. Allen Investments left its Cushman & Wakefield Ltd share count unchanged in Q1 2026.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #1062 holding.
  • Bruce G. Allen Investments first reported a position in Cushman & Wakefield Ltd in Q2 2025 and has held it in 4 quarters since.
  • Bruce G. Allen Investments's Cushman & Wakefield Ltd position peaked at $243 in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.