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Lee, Danner & Bass’s Cushman & Wakefield Ltd CWK Stock Holding History

Lee, Danner & Bass’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 		$147K Hold
11,000
– – 0.01% 246
2026
Q1 		$135K Sell
11,000
-4,000
-27% -$57.4K 0.01% 242
2025
Q4 		$243K Sell
15,000
-5,000
-25% -$79.2K 0.02% 219
2025
Q3 		$318K Buy
+20,000
New +$282K 0.02% 201

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

Lee, Danner & Bass's CWK Position: Q2 2026 in Review

Lee, Danner & Bass held its Cushman & Wakefield Ltd (CWK) position steady in Q2 2026 at 11,000 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #246.

Lee, Danner & Bass first reported a position in CWK in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q3 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • Lee, Danner & Bass held 11,000 shares of Cushman & Wakefield Ltd worth $147K as of Q2 2026.
  • Lee, Danner & Bass left its Cushman & Wakefield Ltd share count unchanged in Q2 2026.
  • Cushman & Wakefield Ltd made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #246 holding.
  • Lee, Danner & Bass first reported a position in Cushman & Wakefield Ltd in Q3 2025 and has held it in 4 quarters since.
  • Lee, Danner & Bass's Cushman & Wakefield Ltd position peaked at $318K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.