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

Clearstead Trust’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
Q4 		– Sell
-108
Closed -$1.72K – 1138
2025
Q3 		$1.72K Hold
108
– – ﹤0.01% 1040
2025
Q2 		$1.2K Buy
+108
New +$1.06K ﹤0.01% 1094

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Clearstead Trust's CWK Position: Q4 2025 in Review

Clearstead Trust sold out of Cushman & Wakefield Ltd (CWK) in Q4 2025, closing a stake of 108 shares — an estimated $1.72K sold.

Clearstead Trust first reported a position in CWK in Q2 2025 and held it in 2 quarters. The position peaked at $1.72K in Q3 2025. 305 funds tracked by Wall St. Rank hold CWK as of Q4 2025.

  • Clearstead Trust reported no remaining Cushman & Wakefield Ltd position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 108 Cushman & Wakefield Ltd shares in Q4 2025, an estimated $1.72K.
  • Clearstead Trust first reported a position in Cushman & Wakefield Ltd in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Cushman & Wakefield Ltd position peaked at $1.72K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.