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Pinnacle Wealth Planning Services’s Cushman & Wakefield Ltd CWK Stock Holding History

Pinnacle Wealth Planning Services’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 		$52K Buy
4,243
+182
+4% +$2.61K 0.01% 1182
2025
Q4 		$65.7K Buy
+4,061
New +$64.4K 0.01% 1020
2021
Q1 		– Sell
-741
Closed -$11K – 740
2020
Q4 		$11K Buy
+741
New +$10.3K ﹤0.01% 1349

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

Pinnacle Wealth Planning Services's CWK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Cushman & Wakefield Ltd (CWK) stake by 4.5% in Q1 2026, buying an estimated $2.61K and bringing the position to 4,243 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #1182.

Pinnacle Wealth Planning Services first reported a position in CWK in Q4 2020 and has held it in 3 quarters since. The position peaked at $65.7K in Q4 2025. 326 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,243 shares of Cushman & Wakefield Ltd worth $52K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 182 Cushman & Wakefield Ltd shares in Q1 2026, an estimated $2.61K.
  • Cushman & Wakefield Ltd made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1182 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cushman & Wakefield Ltd in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Cushman & Wakefield Ltd position peaked at $65.7K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.