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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearstead Advisors's CWK Position: Q3 2025 in Review

Clearstead Advisors sold out of Cushman & Wakefield Ltd (CWK) in Q3 2025, closing a stake of 355 shares — an estimated $3.93K sold.

Clearstead Advisors first reported a position in CWK in Q1 2022 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 289 funds tracked by Wall St. Rank hold CWK as of Q3 2025.

  • Clearstead Advisors reported no remaining Cushman & Wakefield Ltd position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 355 Cushman & Wakefield Ltd shares in Q3 2025, an estimated $3.93K.
  • Clearstead Advisors first reported a position in Cushman & Wakefield Ltd in Q1 2022 and held it in 8 quarters.
  • Clearstead Advisors's Cushman & Wakefield Ltd position peaked at $10K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.