Abound Wealth Management’s Willis Towers Watson WTW Stock Holding History

Abound Wealth Management’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77K	Sell	7 -24	-77%	-$6.42K	﹤0.01%	758
2026 Q1	$8.95K	Buy	31 +5	+19%	+$1.53K	﹤0.01%	576
2025 Q4	$8.55K	Hold	26	–	–	﹤0.01%	535
2025 Q3	$8.98K	Hold	26	–	–	﹤0.01%	514
2025 Q2	$7.97K	Hold	26	–	–	﹤0.01%	483
2025 Q1	$8.79K	Sell	26 -5	-16%	-$1.63K	﹤0.01%	426
2024 Q4	$9.71K	Sell	31 -5	-14%	-$1.53K	﹤0.01%	391
2024 Q3	$10.6K	Buy	36 +12	+50%	+$3.36K	﹤0.01%	402
2024 Q2	$6.29K	Hold	24	–	–	﹤0.01%	449
2024 Q1	$6.6K	Sell	24 -1	-4%	-$263	﹤0.01%	454
2023 Q4	$5.92K	Sell	25 -1	-4%	-$231	﹤0.01%	468
2023 Q3	$5.43K	Sell	26 -1	-4%	-$213	﹤0.01%	445
2023 Q2	$6.36K	Buy	27 +5	+23%	+$1.15K	﹤0.01%	434
2023 Q1	$5.12K	Buy	22 +9	+69%	+$2.18K	﹤0.01%	401
2022 Q4	$3.18K	Buy	13 +7	+117%	+$1.6K	﹤0.01%	440
2022 Q3	$1.21K	Buy	+6	New	+$1.24K	﹤0.01%	578

Other funds holding WTW

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return