United Capital Financial Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

United Capital Financial 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
2026 Q2	–	Sell	-10,441	Closed	-$128K	–	1656
2026 Q1	$128K	Buy	+10,441	New	+$150K	﹤0.01%	1584
2025 Q4	–	Sell	-10,042	Closed	-$160K	–	1377
2025 Q3	$160K	Buy	+10,042	New	+$142K	﹤0.01%	1177
2025 Q2	–	Sell	-10,048	Closed	-$103K	–	1104
2025 Q1	$103K	Sell	10,048 -215	-2%	-$2.61K	﹤0.01%	1044
2024 Q4	$134K	Sell	10,263 -484	-5%	-$6.72K	﹤0.01%	1037
2024 Q3	$146K	Sell	10,747 -388	-3%	-$4.89K	﹤0.01%	1024
2024 Q2	$116K	Sell	11,135 -1,037	-9%	-$10.7K	﹤0.01%	1002
2024 Q1	$127K	Sell	12,172 -281	-2%	-$2.84K	﹤0.01%	1045
2023 Q4	$134K	Buy	+12,453	New	+$104K	﹤0.01%	1025

Other funds holding CWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Capital Financial Advisors's CWK Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Cushman & Wakefield Ltd (CWK) in Q2 2026, closing a stake of 10,441 shares — an estimated $128K sold.

United Capital Financial Advisors first reported a position in CWK in Q4 2023 and held it in 8 quarters. The position peaked at $160K in Q3 2025. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

United Capital Financial Advisors reported no remaining Cushman & Wakefield Ltd position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 10,441 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $128K.
United Capital Financial Advisors first reported a position in Cushman & Wakefield Ltd in Q4 2023 and held it in 8 quarters.
United Capital Financial Advisors's Cushman & Wakefield Ltd position peaked at $160K in Q3 2025.
310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.