Larson Financial Group
CWK icon

Larson Financial Group’s Cushman & Wakefield Ltd CWK Stock Holding History

Larson Financial Group’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 		$24.5K Buy
2,076
+229
+12% +$3.07K ﹤0.01% 1992
2026
Q2 		$24.7K Buy
1,847
+216
+13% +$2.9K ﹤0.01% 1896
2026
Q1 		$20K Buy
1,631
+154
+10% +$2.21K ﹤0.01% 1847
2025
Q4 		$23.9K Buy
1,477
+16
+1% +$254 ﹤0.01% 1611
2025
Q3 		$23.3K Buy
1,461
+421
+40% +$5.93K ﹤0.01% 1553
2025
Q2 		$11.5K Buy
1,040
+1,020
+5,100% +$10K ﹤0.01% 1742
2025
Q1 		$204 Hold
20
– – ﹤0.01% 2792
2024
Q4 		$262 Hold
20
– – ﹤0.01% 2369
2024
Q3 		$273 Hold
20
– – ﹤0.01% 2282
2024
Q2 		$208 Buy
+20
New +$207 ﹤0.01% 2052

Other funds holding CWK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Larson Financial Group's CWK Position: Q3 2026 in Review

Larson Financial Group increased its Cushman & Wakefield Ltd (CWK) stake by 12% in Q3 2026, buying an estimated $3.07K and bringing the position to 2,076 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Larson Financial Group first reported a position in CWK in Q2 2024 and has held it in 10 quarters since. The position peaked at $24.7K in Q2 2026. 248 funds tracked by Wall St. Rank hold CWK as of Q3 2026.

  • Larson Financial Group held 2,076 shares of Cushman & Wakefield Ltd worth $24.5K as of Q3 2026.
  • Larson Financial Group bought 229 Cushman & Wakefield Ltd shares in Q3 2026, an estimated $3.07K.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1992 holding.
  • Larson Financial Group first reported a position in Cushman & Wakefield Ltd in Q2 2024 and has held it in 10 quarters since.
  • Larson Financial Group's Cushman & Wakefield Ltd position peaked at $24.7K in Q2 2026.
  • 248 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.