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Summit Securities Group’s Cushman & Wakefield Ltd CWK Stock Holding History

Summit Securities 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
Q1 		– Sell
-375
Closed -$6.07K – 1116
2025
Q4 		$6.07K Buy
+375
New +$5.94K ﹤0.01% 922
2024
Q3 		– Sell
-36,660
Closed -$381K – 644
2024
Q2 		$381K Buy
+36,660
New +$379K 0.07% 121

Other funds holding CWK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Summit Securities Group's CWK Position: Q1 2026 in Review

Summit Securities Group sold out of Cushman & Wakefield Ltd (CWK) in Q1 2026, closing a stake of 375 shares — an estimated $6.07K sold.

Summit Securities Group first reported a position in CWK in Q2 2024 and held it in 2 quarters. The position peaked at $381K in Q2 2024. 326 funds tracked by Wall St. Rank hold CWK as of Q1 2026.

  • Summit Securities Group reported no remaining Cushman & Wakefield Ltd position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 375 Cushman & Wakefield Ltd shares in Q1 2026, an estimated $6.07K.
  • Summit Securities Group first reported a position in Cushman & Wakefield Ltd in Q2 2024 and held it in 2 quarters.
  • Summit Securities Group's Cushman & Wakefield Ltd position peaked at $381K in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.