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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

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

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return