DPW
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DiNuzzo Private Wealth’s Cushman & Wakefield Ltd CWK Stock Holding History

DiNuzzo Private Wealth’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 		$697 Hold
52
– – ﹤0.01% 1003
2026
Q1 		$638 Sell
52
-2
-4% -$29 ﹤0.01% 1011
2025
Q4 		$875 Sell
54
-4
-7% -$63 ﹤0.01% 916
2025
Q3 		$915 Buy
58
+17
+41% +$240 ﹤0.01% 904
2025
Q2 		$454 Sell
41
-4
-9% -$39 ﹤0.01% 1097
2025
Q1 		$460 Sell
45
-7
-13% -$85 ﹤0.01% 1077
2024
Q4 		$681 Sell
52
-6
-10% -$83 ﹤0.01% 971
2024
Q3 		$791 Buy
58
+10
+21% +$126 ﹤0.01% 951
2024
Q2 		$500 Buy
48
+21
+78% +$217 ﹤0.01% 1040
2024
Q1 		$283 Sell
27
-3
-10% -$30 ﹤0.01% 1138
2023
Q4 		$324 Buy
+30
New +$250 ﹤0.01% 1105

Other funds holding CWK

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return