LRI Investments’s Cushman & Wakefield Ltd CWK Stock Holding History

LRI Investments’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	$1.51K	Buy	113 +16	+16%	+$215	﹤0.01%	1303
2026 Q1	$1.19K	Hold	97	–	–	﹤0.01%	1305
2025 Q4	$1.57K	Sell	97 -264	-73%	-$4.18K	﹤0.01%	1232
2025 Q3	$5.75K	Sell	361 -190	-34%	-$2.68K	﹤0.01%	1012
2025 Q2	$6.1K	Buy	551 +282	+105%	+$2.77K	﹤0.01%	965
2025 Q1	$2.75K	Hold	269	–	–	﹤0.01%	1057
2024 Q4	$3.52K	Hold	269	–	–	﹤0.01%	995
2024 Q3	$3.8K	Sell	269 -67	-20%	-$845	﹤0.01%	987
2024 Q2	$3.49K	Buy	+336	New	+$3.47K	﹤0.01%	980

Other funds holding CWK

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's CWK Position: Q2 2026 in Review

LRI Investments increased its Cushman & Wakefield Ltd (CWK) stake by 16% in Q2 2026, buying an estimated $215 and bringing the position to 113 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

LRI Investments first reported a position in CWK in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.1K in Q2 2025. 80 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

LRI Investments held 113 shares of Cushman & Wakefield Ltd worth $1.51K as of Q2 2026.
LRI Investments bought 16 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $215.
Cushman & Wakefield Ltd made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1303 holding.
LRI Investments first reported a position in Cushman & Wakefield Ltd in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Cushman & Wakefield Ltd position peaked at $6.1K in Q2 2025.
80 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.