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Sierra Summit Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Sierra Summit 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
Q2 		– Sell
-55,008
Closed -$562K – 187
2025
Q1 		$562K Buy
+55,008
New +$669K 0.12% 137

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sierra Summit Advisors's CWK Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Cushman & Wakefield Ltd (CWK) in Q2 2025, closing a stake of 55,008 shares — an estimated $562K sold.

Sierra Summit Advisors first reported a position in CWK in Q1 2025 and held it in 1 quarter. The position peaked at $562K in Q1 2025. 268 funds tracked by Wall St. Rank hold CWK as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Cushman & Wakefield Ltd position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 55,008 Cushman & Wakefield Ltd shares in Q2 2025, an estimated $562K.
  • Sierra Summit Advisors first reported a position in Cushman & Wakefield Ltd in Q1 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Cushman & Wakefield Ltd position peaked at $562K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.