NewEdge Wealth’s Cushman & Wakefield Ltd CWK Stock Holding History

NewEdge Wealth’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	–	Sell	-35,349	Closed	-$572K	–	1158
2025 Q4	$572K	Buy	+35,349	New	+$560K	0.01%	788

Other funds holding CWK

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

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

NewEdge Wealth's CWK Position: Q1 2026 in Review

NewEdge Wealth sold out of Cushman & Wakefield Ltd (CWK) in Q1 2026, closing a stake of 35,349 shares — an estimated $572K sold.

NewEdge Wealth first reported a position in CWK in Q4 2025 and held it in 1 quarter. The position peaked at $572K in Q4 2025. 328 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

NewEdge Wealth reported no remaining Cushman & Wakefield Ltd position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 35,349 Cushman & Wakefield Ltd shares in Q1 2026, an estimated $572K.
NewEdge Wealth first reported a position in Cushman & Wakefield Ltd in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Cushman & Wakefield Ltd position peaked at $572K in Q4 2025.
328 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.