IWC
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Integrated Wealth Concepts’s Cushman & Wakefield Ltd CWK Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-32,921
Closed -$364K – 1994
2025
Q2 		$364K Buy
32,921
+685
+2% +$6.72K ﹤0.01% 1454
2025
Q1 		$329K Buy
32,236
+77
+0.2% +$936 ﹤0.01% 1357
2024
Q4 		$421K Buy
32,159
+57
+0.2% +$792 ﹤0.01% 1210
2024
Q3 		$438K Sell
32,102
-4,242
-12% -$53.5K 0.01% 1146
2024
Q2 		$378K Hold
36,344
– – 0.01% 1181
2024
Q1 		$380K Buy
36,344
+7,682
+27% +$77.7K 0.01% 1182
2023
Q4 		$310K Buy
28,662
+5,441
+23% +$45.3K 0.01% 1254
2023
Q3 		$177K Hold
23,221
– – ﹤0.01% 1433
2023
Q2 		$190K Buy
+23,221
New +$202K ﹤0.01% 1438

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Wealth Concepts's CWK Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Cushman & Wakefield Ltd (CWK) in Q3 2025, closing a stake of 32,921 shares — an estimated $364K sold.

Integrated Wealth Concepts first reported a position in CWK in Q2 2023 and held it in 9 quarters. The position peaked at $438K in Q3 2024. 289 funds tracked by Wall St. Rank hold CWK as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Cushman & Wakefield Ltd position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 32,921 Cushman & Wakefield Ltd shares in Q3 2025, an estimated $364K.
  • Integrated Wealth Concepts first reported a position in Cushman & Wakefield Ltd in Q2 2023 and held it in 9 quarters.
  • Integrated Wealth Concepts's Cushman & Wakefield Ltd position peaked at $438K in Q3 2024.
  • 289 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.