UCFA
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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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T 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 $9.96B AUM 41% 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 $1.47T AUM 27.86% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return