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Kestra Advisory Services’s Cushman & Wakefield Ltd CWK Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-11,731
Closed -$190K – 3393
2025
Q4 		$190K Buy
+11,731
New +$186K ﹤0.01% 2937

Other funds holding CWK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Kestra Advisory Services's CWK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Cushman & Wakefield Ltd (CWK) in Q1 2026, closing a stake of 11,731 shares — an estimated $190K sold.

Kestra Advisory Services first reported a position in CWK in Q4 2025 and held it in 1 quarter. The position peaked at $190K in Q4 2025. 326 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

  • Kestra Advisory Services reported no remaining Cushman & Wakefield Ltd position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 11,731 Cushman & Wakefield Ltd shares in Q1 2026, an estimated $190K.
  • Kestra Advisory Services first reported a position in Cushman & Wakefield Ltd in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Cushman & Wakefield Ltd position peaked at $190K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.