True Wealth Design’s Cushman & Wakefield Ltd CWK Stock Holding History

True Wealth Design’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 Q3	$260	Sell	22 -1	-4%	-$13	﹤0.01%	2297
2026 Q2	$308	Buy	23 +1	+5%	+$13	﹤0.01%	2346
2026 Q1	$270	Sell	22 -24	-52%	-$344	﹤0.01%	2253
2025 Q4	$745	Buy	46 +18	+64%	+$285	﹤0.01%	1818
2025 Q3	$446	Sell	28 -5	-15%	-$70	﹤0.01%	2050
2025 Q2	$366	Buy	33 +14	+74%	+$137	﹤0.01%	1861
2025 Q1	$195	Buy	+19	New	+$231	﹤0.01%	1975
2024 Q4	–	Sell	-15	Closed	-$205	–	1401
2024 Q3	$205	Buy	+15	New	+$189	﹤0.01%	1196

Other funds holding CWK

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

True Wealth Design's CWK Position: Q3 2026 in Review

True Wealth Design reduced its Cushman & Wakefield Ltd (CWK) stake by 4.3% in Q3 2026, selling an estimated $13 and leaving 22 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

True Wealth Design first reported a position in CWK in Q3 2024 and has held it in 8 quarters since. The position peaked at $745 in Q4 2025. 10 funds tracked by Wall St. Rank hold CWK as of Q3 2026.

True Wealth Design held 22 shares of Cushman & Wakefield Ltd worth $260 as of Q3 2026.
True Wealth Design sold 1 Cushman & Wakefield Ltd share in Q3 2026, an estimated $13.
Cushman & Wakefield Ltd made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2297 holding.
True Wealth Design first reported a position in Cushman & Wakefield Ltd in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Cushman & Wakefield Ltd position peaked at $745 in Q4 2025.
10 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.