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Rise Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-715
Closed -$11.4K – 430
2025
Q3 		$11.4K Hold
715
– – ﹤0.01% 922
2025
Q2 		$7.92K Hold
715
– – ﹤0.01% 1099
2025
Q1 		$7.31K Buy
+715
New +$8.69K ﹤0.01% 1129

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Rise Advisors's CWK Position: Q4 2025 in Review

Rise Advisors sold out of Cushman & Wakefield Ltd (CWK) in Q4 2025, closing a stake of 715 shares — an estimated $11.4K sold.

Rise Advisors first reported a position in CWK in Q1 2025 and held it in 3 quarters. The position peaked at $11.4K in Q3 2025. 305 funds tracked by Wall St. Rank hold CWK as of Q4 2025.

  • Rise Advisors reported no remaining Cushman & Wakefield Ltd position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 715 Cushman & Wakefield Ltd shares in Q4 2025, an estimated $11.4K.
  • Rise Advisors first reported a position in Cushman & Wakefield Ltd in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Cushman & Wakefield Ltd position peaked at $11.4K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.