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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
Q3 		$154K Sell
13,050
-153
-1% -$2.05K 0.03% 356
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

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Legacy Wealth Asset Management's CWK Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Cushman & Wakefield Ltd (CWK) stake by 1.2% in Q3 2026, selling an estimated $2.05K and leaving 13,050 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #356.

Legacy Wealth Asset Management first reported a position in CWK in Q1 2024 and has held it in 11 quarters since. The position peaked at $232K in Q3 2024. 9 funds tracked by Wall St. Rank hold CWK as of Q3 2026.

  • Legacy Wealth Asset Management held 13,050 shares of Cushman & Wakefield Ltd worth $154K as of Q3 2026.
  • Legacy Wealth Asset Management sold 153 Cushman & Wakefield Ltd shares in Q3 2026, an estimated $2.05K.
  • Cushman & Wakefield Ltd made up 0.03% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #356 holding.
  • Legacy Wealth Asset Management first reported a position in Cushman & Wakefield Ltd in Q1 2024 and has held it in 11 quarters since.
  • Legacy Wealth Asset Management's Cushman & Wakefield Ltd position peaked at $232K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.