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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
Q3 		$153K Buy
12,965
+74
+0.6% +$993 0.01% 478
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

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Everhart Financial Group's CWK Position: Q3 2026 in Review

Everhart Financial Group increased its Cushman & Wakefield Ltd (CWK) stake by 0.57% in Q3 2026, buying an estimated $993 and bringing the position to 12,965 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #478.

Everhart Financial Group first reported a position in CWK in Q4 2023 and has held it in 12 quarters since. The position peaked at $209K in Q4 2025. 10 funds tracked by Wall St. Rank hold CWK as of Q3 2026.

  • Everhart Financial Group held 12,965 shares of Cushman & Wakefield Ltd worth $153K as of Q3 2026.
  • Everhart Financial Group bought 74 Cushman & Wakefield Ltd shares in Q3 2026, an estimated $993.
  • Cushman & Wakefield Ltd made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #478 holding.
  • Everhart Financial Group first reported a position in Cushman & Wakefield Ltd in Q4 2023 and has held it in 12 quarters since.
  • Everhart Financial Group's Cushman & Wakefield Ltd position peaked at $209K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.