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Cetera Trust Company’s Cushman & Wakefield Ltd CWK Stock Holding History

Cetera Trust Company’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 		$240K Hold
17,910
– – 0.12% 148
2026
Q1 		$220K Buy
+17,910
New +$257K 0.12% 153
2025
Q4 		– Sell
-21,260
Closed -$338K – 359
2025
Q3 		$338K Hold
21,260
– – 0.19% 96
2025
Q2 		$235K Buy
21,260
+710
+3% +$6.96K 0.14% 153
2025
Q1 		$210K Hold
20,550
– – 0.13% 156
2024
Q4 		$269K Sell
20,550
-1,225
-6% -$17K 0.17% 112
2024
Q3 		$297K Sell
21,775
-350
-2% -$4.41K 0.18% 108
2024
Q2 		$230K Hold
22,125
– – 0.14% 139
2024
Q1 		$231K Buy
22,125
+6,525
+42% +$66K 0.14% 140
2023
Q4 		$168K Buy
+15,600
New +$130K 0.11% 162

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

Cetera Trust Company's CWK Position: Q2 2026 in Review

Cetera Trust Company held its Cushman & Wakefield Ltd (CWK) position steady in Q2 2026 at 17,910 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #148.

Cetera Trust Company first reported a position in CWK in Q4 2023 and has held it in 10 quarters since. The position peaked at $338K in Q3 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • Cetera Trust Company held 17,910 shares of Cushman & Wakefield Ltd worth $240K as of Q2 2026.
  • Cetera Trust Company left its Cushman & Wakefield Ltd share count unchanged in Q2 2026.
  • Cushman & Wakefield Ltd made up 0.12% of Cetera Trust Company's portfolio in Q2 2026, its #148 holding.
  • Cetera Trust Company first reported a position in Cushman & Wakefield Ltd in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Cushman & Wakefield Ltd position peaked at $338K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.