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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Cushman & Wakefield Ltd CWK Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		– Sell
-469
Closed -$6.28K – 1723
2026
Q2 		$6.28K Buy
469
+179
+62% +$2.4K ﹤0.01% 1713
2026
Q1 		$3.56K Buy
290
+238
+458% +$3.41K ﹤0.01% 1948
2025
Q4 		$842 Hold
52
– – ﹤0.01% 2344
2025
Q3 		$828 Buy
+52
New +$733 ﹤0.01% 2251

Other funds holding CWK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CWK Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Cushman & Wakefield Ltd (CWK) in Q3 2026, closing a stake of 469 shares — an estimated $6.28K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CWK in Q3 2025 and held it in 4 quarters. The position peaked at $6.28K in Q2 2026. 248 funds tracked by Wall St. Rank hold CWK as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Cushman & Wakefield Ltd position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 469 Cushman & Wakefield Ltd shares in Q3 2026, an estimated $6.28K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Cushman & Wakefield Ltd in Q3 2025 and held it in 4 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Cushman & Wakefield Ltd position peaked at $6.28K in Q2 2026.
  • 248 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.