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Root Financial Partners’s Cushman & Wakefield Ltd CWK Stock Holding History

Root Financial Partners’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 		– Sell
-1,772
Closed -$21.7K – 1062
2026
Q1 		$21.7K Buy
1,772
+865
+95% +$12.4K ﹤0.01% 1280
2025
Q4 		$14.7K Buy
907
+128
+16% +$2.03K ﹤0.01% 1329
2025
Q3 		$12.4K Buy
+779
New +$11K ﹤0.01% 1363

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

Root Financial Partners's CWK Position: Q2 2026 in Review

Root Financial Partners sold out of Cushman & Wakefield Ltd (CWK) in Q2 2026, closing a stake of 1,772 shares — an estimated $21.7K sold.

Root Financial Partners first reported a position in CWK in Q3 2025 and held it in 3 quarters. The position peaked at $21.7K in Q1 2026. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • Root Financial Partners reported no remaining Cushman & Wakefield Ltd position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,772 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $21.7K.
  • Root Financial Partners first reported a position in Cushman & Wakefield Ltd in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cushman & Wakefield Ltd position peaked at $21.7K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.