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Legacy Wealth Asset Management’s Cushman & Wakefield Ltd CWK Stock Holding History

Legacy Wealth Asset Management’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 		$177K Sell
13,203
-1,178
-8% -$15.8K 0.04% 379
2026
Q1 		$176K Buy
14,381
+622
+5% +$8.92K 0.04% 373
2025
Q4 		$223K Buy
13,759
+97
+0.7% +$1.54K 0.05% 350
2025
Q3 		$217K Sell
13,662
-2,623
-16% -$37K 0.05% 345
2025
Q2 		$180K Buy
16,285
+217
+1% +$2.13K 0.05% 345
2025
Q1 		$164K Sell
16,068
-31
-0.2% -$377 0.05% 335
2024
Q4 		$211K Sell
16,099
-928
-5% -$12.9K 0.06% 341
2024
Q3 		$232K Buy
17,027
+773
+5% +$9.75K 0.06% 328
2024
Q2 		$169K Sell
16,254
-1,176
-7% -$12.2K 0.05% 334
2024
Q1 		$182K Buy
+17,430
New +$176K 0.05% 335

Other funds holding CWK

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return