OLA
CWK icon

Oliver Luxxe Assets’s Cushman & Wakefield Ltd CWK Stock Holding History

Oliver Luxxe Assets’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 		$1.92M Sell
143,483
-86,451
-38% -$1.16M 0.28% 105
2026
Q1 		$2.82M Buy
+229,934
New +$3.3M 0.42% 92
2025
Q4 		– Sell
-148,095
Closed -$2.36M – 198
2025
Q3 		$2.36M Buy
148,095
+31,186
+27% +$440K 0.37% 99
2025
Q2 		$1.29M Buy
116,909
+1,118
+1% +$11K 0.23% 128
2025
Q1 		$1.18M Sell
115,791
-107,636
-48% -$1.31M 0.22% 136
2024
Q4 		$2.98M Buy
223,427
+113,531
+103% +$1.58M 0.26% 123
2024
Q3 		$1.5M Buy
+109,896
New +$1.39M 0.27% 132
2022
Q2 		– Sell
-25,688
Closed -$527K – 191
2022
Q1 		$527K Buy
25,688
+2,531
+11% +$53.6K 0.13% 130
2021
Q4 		$515K Buy
+23,157
New +$448K 0.13% 131

Other funds holding CWK

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return