LPL Financial
CWK icon

LPL Financial’s Cushman & Wakefield Ltd CWK Stock Holding History

LPL Financial’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 		$1.03M Buy
84,077
+7,657
+10% +$110K ﹤0.01% 4145
2025
Q4 		$1.24M Buy
76,420
+31,441
+70% +$498K ﹤0.01% 3849
2025
Q3 		$716K Buy
44,979
+22,710
+102% +$320K ﹤0.01% 4323
2025
Q2 		$247K Buy
22,269
+2,066
+10% +$20.3K ﹤0.01% 4921
2025
Q1 		$206K Sell
20,203
-1,356
-6% -$16.5K ﹤0.01% 4852
2024
Q4 		$282K Buy
21,559
+8,346
+63% +$116K ﹤0.01% 4581
2024
Q3 		$180K Buy
13,213
+1,662
+14% +$21K ﹤0.01% 4757
2024
Q2 		$120K Buy
+11,551
New +$119K ﹤0.01% 4698
2023
Q1 		– Sell
-21,191
Closed -$264K – 4509
2022
Q4 		$264K Buy
+21,191
New +$245K ﹤0.01% 3753
2022
Q3 		– Sell
-33,584
Closed -$512K – 4439
2022
Q2 		$512K Buy
+33,584
New +$590K ﹤0.01% 3177

Other funds holding CWK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T 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 $9.96B AUM 41% 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 $1.47T AUM 27.86% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return