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Wealthspire Advisors (New York)’s Cushman & Wakefield Ltd CWK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-448
Closed -$7.13K – 1460
2025
Q3 		$7.13K Buy
+448
New +$6.31K ﹤0.01% 2189

Other funds holding CWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $4.34B AUM 37.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s CWK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cushman & Wakefield Ltd (CWK) in Q4 2025, closing a stake of 448 shares — an estimated $7.13K sold.

Wealthspire Advisors (New York) first reported a position in CWK in Q3 2025 and held it in 1 quarter. The position peaked at $7.13K in Q3 2025. 305 funds tracked by Wall St. Rank hold CWK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cushman & Wakefield Ltd position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 448 Cushman & Wakefield Ltd shares in Q4 2025, an estimated $7.13K.
  • Wealthspire Advisors (New York) first reported a position in Cushman & Wakefield Ltd in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Cushman & Wakefield Ltd position peaked at $7.13K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.