Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cushman & Wakefield Ltd CWK Stock Holding History

Carson Wealth (CWM LLC)’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 		$248K Sell
20,245
-632
-3% -$9.06K ﹤0.01% 2542
2025
Q4 		$338K Buy
20,877
+5,843
+39% +$92.6K ﹤0.01% 2185
2025
Q3 		$239K Buy
15,034
+1,926
+15% +$27.1K ﹤0.01% 2300
2025
Q2 		$145K Buy
13,108
+6,905
+111% +$67.7K ﹤0.01% 2424
2025
Q1 		$63K Sell
6,203
-2,953
-32% -$35.9K ﹤0.01% 2777
2024
Q4 		$120K Sell
9,156
-11
-0.1% -$153 ﹤0.01% 2163
2024
Q3 		$125K Buy
9,167
+3,699
+68% +$46.6K ﹤0.01% 2051
2024
Q2 		$57K Buy
5,468
+2,080
+61% +$21.5K ﹤0.01% 2383
2024
Q1 		$35K Buy
3,388
+320
+10% +$3.24K ﹤0.01% 2534
2023
Q4 		$33K Sell
3,068
-1,621
-35% -$13.5K ﹤0.01% 2432
2023
Q3 		$36K Sell
4,689
-493
-10% -$4.46K ﹤0.01% 2282
2023
Q2 		$42K Buy
5,182
+3,338
+181% +$29K ﹤0.01% 2104
2023
Q1 		$19K Buy
1,844
+1,096
+147% +$14.1K ﹤0.01% 2538
2022
Q4 		$9K Buy
748
+160
+27% +$1.85K ﹤0.01% 2840
2022
Q3 		$7K Sell
588
-970
-62% -$14.6K ﹤0.01% 2886
2022
Q2 		$24K Buy
1,558
+1,454
+1,398% +$25.6K ﹤0.01% 2002
2022
Q1 		$2K Buy
+104
New +$2.2K ﹤0.01% 3151
2019
Q1 		– Sell
-175
Closed -$3K – 2992
2018
Q4 		$3K Buy
+175
New +$2.92K ﹤0.01% 1650

Other funds holding CWK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CWK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Cushman & Wakefield Ltd (CWK) stake by 3% in Q1 2026, selling an estimated $9.06K and leaving 20,245 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Carson Wealth (CWM LLC) first reported a position in CWK in Q4 2018 and has held it in 18 quarters since. The position peaked at $338K in Q4 2025. 327 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,245 shares of Cushman & Wakefield Ltd worth $248K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 632 Cushman & Wakefield Ltd shares in Q1 2026, an estimated $9.06K.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2542 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cushman & Wakefield Ltd in Q4 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Cushman & Wakefield Ltd position peaked at $338K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.