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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
Q2 		$59.6K Buy
4,454
+211
+5% +$2.83K 0.01% 1154
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's CWK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cushman & Wakefield Ltd (CWK) stake by 5% in Q2 2026, buying an estimated $2.83K and bringing the position to 4,454 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #1154.

Pinnacle Wealth Planning Services first reported a position in CWK in Q4 2020 and has held it in 4 quarters since. The position peaked at $65.7K in Q4 2025. 311 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,454 shares of Cushman & Wakefield Ltd worth $59.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 211 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $2.83K.
  • Cushman & Wakefield Ltd made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1154 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cushman & Wakefield Ltd in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Cushman & Wakefield Ltd position peaked at $65.7K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.