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Merit Financial Group’s Cushman & Wakefield Ltd CWK Stock Holding History

Merit Financial Group’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
2025
Q3 		– Sell
-17,662
Closed -$196K – 1813
2025
Q2 		$196K Buy
17,662
+1,216
+7% +$11.9K ﹤0.01% 1573
2025
Q1 		$168K Sell
16,446
-1,608
-9% -$19.5K ﹤0.01% 1321
2024
Q4 		$236K Buy
18,054
+3,054
+20% +$42.4K ﹤0.01% 1029
2024
Q3 		$204K Buy
+15,000
New +$189K ﹤0.01% 780

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Merit Financial Group's CWK Position: Q3 2025 in Review

Merit Financial Group sold out of Cushman & Wakefield Ltd (CWK) in Q3 2025, closing a stake of 17,662 shares — an estimated $196K sold.

Merit Financial Group first reported a position in CWK in Q3 2024 and held it in 4 quarters. The position peaked at $236K in Q4 2024. 289 funds tracked by Wall St. Rank hold CWK as of Q3 2025.

  • Merit Financial Group reported no remaining Cushman & Wakefield Ltd position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 17,662 Cushman & Wakefield Ltd shares in Q3 2025, an estimated $196K.
  • Merit Financial Group first reported a position in Cushman & Wakefield Ltd in Q3 2024 and held it in 4 quarters.
  • Merit Financial Group's Cushman & Wakefield Ltd position peaked at $236K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.