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Gilpin Wealth Management’s Cushman & Wakefield Ltd CWK Stock Holding History

Gilpin Wealth Management’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 		$497 Sell
42
-4
-9% -$54 ﹤0.01% 841
2026
Q2 		$616 Buy
46
+21
+84% +$282 ﹤0.01% 611
2026
Q1 		$307 Sell
25
-1
-4% -$14 ﹤0.01% 761
2025
Q4 		$421 Buy
+26
New +$412 ﹤0.01% 479

Other funds holding CWK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 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
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

Gilpin Wealth Management's CWK Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Cushman & Wakefield Ltd (CWK) stake by 8.7% in Q3 2026, selling an estimated $54 and leaving 42 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Gilpin Wealth Management first reported a position in CWK in Q4 2025 and has held it in 4 quarters since. The position peaked at $616 in Q2 2026. 10 funds tracked by Wall St. Rank hold CWK as of Q3 2026.

  • Gilpin Wealth Management held 42 shares of Cushman & Wakefield Ltd worth $497 as of Q3 2026.
  • Gilpin Wealth Management sold 4 Cushman & Wakefield Ltd shares in Q3 2026, an estimated $54.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #841 holding.
  • Gilpin Wealth Management first reported a position in Cushman & Wakefield Ltd in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Cushman & Wakefield Ltd position peaked at $616 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.