Private Wealth Management Group’s Cushman & Wakefield Ltd CWK Stock Holding History

Private Wealth Management Group’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	$4.29K	Hold	320	–	–	﹤0.01%	905
2026 Q1	$3.92K	Hold	320	–	–	﹤0.01%	856
2025 Q4	$5.18K	Hold	320	–	–	﹤0.01%	758
2025 Q3	$5.09K	Hold	320	–	–	﹤0.01%	782
2025 Q2	$3.54K	Buy	320 +165	+106%	+$1.62K	﹤0.01%	897
2025 Q1	$1.58K	Hold	155	–	–	﹤0.01%	1132
2024 Q4	$2.03K	Hold	155	–	–	﹤0.01%	1074
2024 Q3	$2.11K	Hold	155	–	–	﹤0.01%	1041
2024 Q2	$1.61K	Hold	155	–	–	﹤0.01%	1131
2024 Q1	$1.62K	Hold	155	–	–	﹤0.01%	1070
2023 Q4	$1.67K	Buy	+155	New	+$1.29K	﹤0.01%	1057

Other funds holding CWK

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Private Wealth Management Group's CWK Position: Q2 2026 in Review

Private Wealth Management Group held its Cushman & Wakefield Ltd (CWK) position steady in Q2 2026 at 320 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Private Wealth Management Group first reported a position in CWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.18K in Q4 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

Private Wealth Management Group held 320 shares of Cushman & Wakefield Ltd worth $4.29K as of Q2 2026.
Private Wealth Management Group left its Cushman & Wakefield Ltd share count unchanged in Q2 2026.
Cushman & Wakefield Ltd made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #905 holding.
Private Wealth Management Group first reported a position in Cushman & Wakefield Ltd in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Cushman & Wakefield Ltd position peaked at $5.18K in Q4 2025.
310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.