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

JFS 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
2026
Q2 		$3.68K Buy
275
+26
+10% +$349 ﹤0.01% 1402
2026
Q1 		$3.05K Buy
249
+16
+7% +$229 ﹤0.01% 1382
2025
Q4 		$3.77K Buy
233
+76
+48% +$1.21K ﹤0.01% 1346
2025
Q3 		$2.5K Buy
157
+12
+8% +$169 ﹤0.01% 1377
2025
Q2 		$1.61K Sell
145
-17
-10% -$167 ﹤0.01% 1450
2025
Q1 		$1.66K Sell
162
-36
-18% -$438 ﹤0.01% 1527
2024
Q4 		$2.59K Buy
198
+21
+12% +$292 ﹤0.01% 1374
2024
Q3 		$2.41K Buy
177
+33
+23% +$416 ﹤0.01% 1405
2024
Q2 		$1.5K Buy
144
+35
+32% +$362 ﹤0.01% 1542
2024
Q1 		$1.14K Hold
109
– – ﹤0.01% 1626
2023
Q4 		$1.18K Sell
109
-40
-27% -$333 ﹤0.01% 1608
2023
Q3 		$1.14K Buy
149
+31
+26% +$281 ﹤0.01% 1564
2023
Q2 		$966 Sell
118
-46
-28% -$400 ﹤0.01% 1618
2023
Q1 		$1.73K Buy
164
+32
+24% +$412 ﹤0.01% 1418
2022
Q4 		$1.65K Buy
132
+126
+2,100% +$1.46K ﹤0.01% 1443
2022
Q3 		$0 Sell
6
-23
-79% -$347 ﹤0.01% 1777
2022
Q2 		$0 Sell
29
-108
-79% -$1.9K ﹤0.01% 1794
2022
Q1 		$3K Buy
137
+81
+145% +$1.72K ﹤0.01% 1226
2021
Q4 		$1K Buy
+56
New +$1.08K ﹤0.01% 1317

Other funds holding CWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's CWK Position: Q2 2026 in Review

JFS Wealth Advisors increased its Cushman & Wakefield Ltd (CWK) stake by 10% in Q2 2026, buying an estimated $349 and bringing the position to 275 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

JFS Wealth Advisors first reported a position in CWK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.77K in Q4 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • JFS Wealth Advisors held 275 shares of Cushman & Wakefield Ltd worth $3.68K as of Q2 2026.
  • JFS Wealth Advisors bought 26 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $349.
  • Cushman & Wakefield Ltd made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1402 holding.
  • JFS Wealth Advisors first reported a position in Cushman & Wakefield Ltd in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Cushman & Wakefield Ltd position peaked at $3.77K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.