IWA
CWK icon

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

Icon 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
2025
Q4 		– Sell
-8,065
Closed -$128K – 425
2025
Q3 		$128K Sell
8,065
-3,010
-27% -$42.4K 0.01% 456
2025
Q2 		$123K Buy
+11,075
New +$109K 0.01% 466

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Icon Wealth Advisors's CWK Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Cushman & Wakefield Ltd (CWK) in Q4 2025, closing a stake of 8,065 shares — an estimated $128K sold.

Icon Wealth Advisors first reported a position in CWK in Q2 2025 and held it in 2 quarters. The position peaked at $128K in Q3 2025. 305 funds tracked by Wall St. Rank hold CWK as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Cushman & Wakefield Ltd position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 8,065 Cushman & Wakefield Ltd shares in Q4 2025, an estimated $128K.
  • Icon Wealth Advisors first reported a position in Cushman & Wakefield Ltd in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's Cushman & Wakefield Ltd position peaked at $128K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.