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Medallion Wealth Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Medallion Wealth Advisors’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 		$3.06K Hold
250
– – ﹤0.01% 947
2025
Q4 		$4.05K Hold
250
– – ﹤0.01% 901
2025
Q3 		$3.98K Hold
250
– – ﹤0.01% 891
2025
Q2 		$2.85K Hold
250
– – ﹤0.01% 919
2025
Q1 		$2.54K Hold
250
– – ﹤0.01% 891
2024
Q4 		$3.27K Buy
+250
New +$3.47K ﹤0.01% 798

Other funds holding CWK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T 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 $11.3B AUM 53% 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 $1.56T AUM 27.86% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Medallion Wealth Advisors's CWK Position: Q1 2026 in Review

Medallion Wealth Advisors held its Cushman & Wakefield Ltd (CWK) position steady in Q1 2026 at 250 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Medallion Wealth Advisors first reported a position in CWK in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.05K in Q4 2025. 327 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

  • Medallion Wealth Advisors held 250 shares of Cushman & Wakefield Ltd worth $3.06K as of Q1 2026.
  • Medallion Wealth Advisors left its Cushman & Wakefield Ltd share count unchanged in Q1 2026.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #947 holding.
  • Medallion Wealth Advisors first reported a position in Cushman & Wakefield Ltd in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Cushman & Wakefield Ltd position peaked at $4.05K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.