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Personal CFO Solutions’s Cushman & Wakefield Ltd CWK Stock Holding History

Personal CFO Solutions’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 		$200K Buy
16,326
+1,650
+11% +$23.7K 0.03% 515
2025
Q4 		$238K Buy
+14,676
New +$233K 0.04% 449

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 $3.91B AUM 34.32% 1-Year Est. Return

Personal CFO Solutions's CWK Position: Q1 2026 in Review

Personal CFO Solutions increased its Cushman & Wakefield Ltd (CWK) stake by 11% in Q1 2026, buying an estimated $23.7K and bringing the position to 16,326 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #515.

Personal CFO Solutions first reported a position in CWK in Q4 2025 and has held it in 2 quarters since. The position peaked at $238K in Q4 2025. 326 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

  • Personal CFO Solutions held 16,326 shares of Cushman & Wakefield Ltd worth $200K as of Q1 2026.
  • Personal CFO Solutions bought 1,650 Cushman & Wakefield Ltd shares in Q1 2026, an estimated $23.7K.
  • Cushman & Wakefield Ltd made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #515 holding.
  • Personal CFO Solutions first reported a position in Cushman & Wakefield Ltd in Q4 2025 and has held it in 2 quarters since.
  • Personal CFO Solutions's Cushman & Wakefield Ltd position peaked at $238K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.