Clearstead Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Clearstead 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	$1K	Buy	+75	New	+$1.01K	﹤0.01%	2687
2025 Q3	–	Sell	-355	Closed	-$3.93K	–	3132
2025 Q2	$3.93K	Hold	355	–	–	﹤0.01%	2180
2025 Q1	$3.63K	Hold	355	–	–	﹤0.01%	1796
2024 Q4	$4.64K	Buy	+355	New	+$4.93K	﹤0.01%	1735
2023 Q2	–	Sell	-500	Closed	-$5.27K	–	1396
2023 Q1	$5.27K	Hold	500	–	–	﹤0.01%	1018
2022 Q4	$6.23K	Hold	500	–	–	﹤0.01%	963
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	948
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	946
2022 Q1	$10K	Buy	+500	New	+$10.6K	﹤0.01%	984

Other funds holding CWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's CWK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Cushman & Wakefield Ltd (CWK) in Q2 2026: 75 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2687 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CWK as recently as Q2 2025.

Clearstead Advisors first reported a position in CWK in Q1 2022 and has held it in 9 quarters since. The position peaked at $10K in Q1 2022. 311 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

Clearstead Advisors held 75 shares of Cushman & Wakefield Ltd worth $1K as of Q2 2026.
Cushman & Wakefield Ltd was a new Clearstead Advisors position in Q2 2026.
Cushman & Wakefield Ltd made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2687 holding.
Clearstead Advisors first reported a position in Cushman & Wakefield Ltd in Q1 2022 and has held it in 9 quarters since.
Clearstead Advisors's Cushman & Wakefield Ltd position peaked at $10K in Q1 2022.
311 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.