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Dynamic Wealth Strategies’s Cushman & Wakefield Ltd CWK Stock Holding History

Dynamic Wealth Strategies’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 		$9.37K Hold
700
– – 0.01% 242
2026
Q1 		$8.58K Sell
700
-33
-5% -$473 0.01% 235
2025
Q4 		$11.9K Hold
733
– – 0.01% 202
2025
Q3 		$11.7K Sell
733
-1,013
-58% -$14.3K 0.01% 196
2025
Q2 		$19.3K Buy
1,746
+327
+23% +$3.21K 0.01% 164
2025
Q1 		$14.5K Buy
+1,419
New +$17.3K 0.01% 182
2024
Q4 		– Sell
-1,374
Closed -$19K – 106
2024
Q3 		$19K Buy
1,374
+656
+91% +$8.27K 0.02% 173
2024
Q2 		$7K Hold
718
– – 0.01% 207
2024
Q1 		$8K Sell
718
-208
-22% -$2.1K 0.01% 208
2023
Q4 		$10K Buy
+926
New +$7.71K 0.01% 200

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

Dynamic Wealth Strategies's CWK Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Cushman & Wakefield Ltd (CWK) position steady in Q2 2026 at 700 shares worth $9.37K. The position accounts for 0.01% of the portfolio, ranked #242.

Dynamic Wealth Strategies first reported a position in CWK in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.3K in Q2 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • Dynamic Wealth Strategies held 700 shares of Cushman & Wakefield Ltd worth $9.37K as of Q2 2026.
  • Dynamic Wealth Strategies left its Cushman & Wakefield Ltd share count unchanged in Q2 2026.
  • Cushman & Wakefield Ltd made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #242 holding.
  • Dynamic Wealth Strategies first reported a position in Cushman & Wakefield Ltd in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Cushman & Wakefield Ltd position peaked at $19.3K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.