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EP Wealth Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

EP Wealth 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 		$245K Sell
18,322
-6,540
-26% -$87.8K ﹤0.01% 1404
2026
Q1 		$305K Sell
24,862
-3,941
-14% -$56.5K ﹤0.01% 1159
2025
Q4 		$466K Buy
+28,803
New +$457K ﹤0.01% 914
2025
Q2 		$183K Buy
16,491
+6,465
+64% +$63.4K ﹤0.01% 1279
2025
Q1 		$102K Buy
+10,026
New +$122K ﹤0.01% 1243

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

EP Wealth Advisors's CWK Position: Q2 2026 in Review

EP Wealth Advisors reduced its Cushman & Wakefield Ltd (CWK) stake by 26% in Q2 2026, selling an estimated $87.8K and leaving 18,322 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

EP Wealth Advisors first reported a position in CWK in Q1 2025 and has held it in 5 quarters since. The position peaked at $466K in Q4 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • EP Wealth Advisors held 18,322 shares of Cushman & Wakefield Ltd worth $245K as of Q2 2026.
  • EP Wealth Advisors sold 6,540 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $87.8K.
  • Cushman & Wakefield Ltd made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1404 holding.
  • EP Wealth Advisors first reported a position in Cushman & Wakefield Ltd in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's Cushman & Wakefield Ltd position peaked at $466K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.