Everhart Financial Group’s Cushman & Wakefield Ltd CWK Stock Holding History

Everhart Financial Group’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	$173K	Hold	12,891	–	–	0.01%	465
2026 Q1	$158K	Sell	12,891 -20	-0.2%	-$287	0.01%	451
2025 Q4	$209K	Hold	12,911	–	–	0.02%	403
2025 Q3	$206K	Sell	12,911 -357	-3%	-$5.03K	0.02%	375
2025 Q2	$147K	Sell	13,268 -99	-0.7%	-$971	0.02%	333
2025 Q1	$137K	Sell	13,367 -13	-0.1%	-$158	0.02%	324
2024 Q4	$175K	Hold	13,380	–	–	0.04%	306
2024 Q3	$182K	Hold	13,380	–	–	0.04%	313
2024 Q2	$139K	Hold	13,380	–	–	0.04%	287
2024 Q1	$140K	Sell	13,380 -344	-3%	-$3.48K	0.04%	271
2023 Q4	$148K	Buy	+13,724	New	+$114K	0.05%	238

Other funds holding CWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Everhart Financial Group's CWK Position: Q2 2026 in Review

Everhart Financial Group held its Cushman & Wakefield Ltd (CWK) position steady in Q2 2026 at 12,891 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #465.

Everhart Financial Group first reported a position in CWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $209K in Q4 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

Everhart Financial Group held 12,891 shares of Cushman & Wakefield Ltd worth $173K as of Q2 2026.
Everhart Financial Group left its Cushman & Wakefield Ltd share count unchanged in Q2 2026.
Cushman & Wakefield Ltd made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #465 holding.
Everhart Financial Group first reported a position in Cushman & Wakefield Ltd in Q4 2023 and has held it in 11 quarters since.
Everhart Financial Group's Cushman & Wakefield Ltd position peaked at $209K in Q4 2025.
310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.