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Wealth Preservation Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Wealth Preservation 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
-13
Closed -$159 – 294
2026
Q1 		$159 Buy
+13
New +$186 ﹤0.01% 898

Other funds holding CWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Preservation Advisors's CWK Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Cushman & Wakefield Ltd (CWK) in Q2 2026, closing a stake of 13 shares — an estimated $159 sold.

Wealth Preservation Advisors first reported a position in CWK in Q1 2026 and held it in 1 quarter. The position peaked at $159 in Q1 2026. 310 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Cushman & Wakefield Ltd position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 13 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $159.
  • Wealth Preservation Advisors first reported a position in Cushman & Wakefield Ltd in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Cushman & Wakefield Ltd position peaked at $159 in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.