CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

CAPTRUST Financial 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 		$222K Buy
16,606
+500
+3% +$6.71K ﹤0.01% 2807
2026
Q1 		$197K Buy
16,106
+2,222
+16% +$31.9K ﹤0.01% 2689
2025
Q4 		$225K Buy
13,884
+1,497
+12% +$23.7K ﹤0.01% 2443
2025
Q3 		$197K Buy
12,387
+1,440
+13% +$20.3K ﹤0.01% 2434
2025
Q2 		$121K Sell
10,947
-6,423
-37% -$63K ﹤0.01% 2365
2025
Q1 		$178K Sell
17,370
-3,286
-16% -$39.9K ﹤0.01% 2182
2024
Q4 		$270K Buy
+20,656
New +$287K ﹤0.01% 1975
2024
Q1 		– Sell
-18,565
Closed -$201K – 2280
2023
Q4 		$201K Buy
18,565
+2,844
+18% +$23.7K ﹤0.01% 2401
2023
Q3 		$120K Buy
15,721
+258
+2% +$2.33K ﹤0.01% 2410
2023
Q2 		$126K Buy
+15,463
New +$134K ﹤0.01% 2350
2023
Q1 		– Sell
-12,252
Closed -$153K – 2329
2022
Q4 		$153K Buy
+12,252
New +$142K ﹤0.01% 1992
2022
Q3 		– Sell
-1,890
Closed -$29K – 2522
2022
Q2 		$29K Buy
1,890
+326
+21% +$5.73K ﹤0.01% 3145
2022
Q1 		$32K Buy
1,564
+60
+4% +$1.27K ﹤0.01% 3096
2021
Q4 		$33K Buy
1,504
+533
+55% +$10.3K ﹤0.01% 2959
2021
Q3 		$18K Buy
971
+92
+10% +$1.65K ﹤0.01% 3221
2021
Q2 		$15K Sell
879
-37
-4% -$658 ﹤0.01% 3296
2021
Q1 		$15K Buy
916
+718
+363% +$11.2K ﹤0.01% 3185
2020
Q4 		$3K Sell
198
-111
-36% -$1.54K ﹤0.01% 2985
2020
Q3 		$3K Hold
309
– – ﹤0.01% 2643
2020
Q2 		$4K Buy
+309
New +$3.48K ﹤0.01% 2433
2019
Q4 		– Sell
-309
Closed -$6K – 1180
2019
Q3 		$6K Hold
309
– – ﹤0.01% 1614
2019
Q2 		$6K Buy
309
+93
+43% +$1.7K ﹤0.01% 1607
2019
Q1 		$4K Sell
216
-11
-5% -$190 ﹤0.01% 1568
2018
Q4 		$3K Hold
227
– – ﹤0.01% 1421
2018
Q3 		$4K Buy
+227
New +$4.06K ﹤0.01% 1387

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

CAPTRUST Financial Advisors's CWK Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Cushman & Wakefield Ltd (CWK) stake by 3.1% in Q2 2026, buying an estimated $6.71K and bringing the position to 16,606 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

CAPTRUST Financial Advisors first reported a position in CWK in Q3 2018 and has held it in 25 quarters since. The position peaked at $270K in Q4 2024. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • CAPTRUST Financial Advisors held 16,606 shares of Cushman & Wakefield Ltd worth $222K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 500 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $6.71K.
  • Cushman & Wakefield Ltd made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2807 holding.
  • CAPTRUST Financial Advisors first reported a position in Cushman & Wakefield Ltd in Q3 2018 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's Cushman & Wakefield Ltd position peaked at $270K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.