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Accretive Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Accretive Wealth Partners’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
Q1 		$1.96M Buy
6,739
+37
+0.6% +$11.4K 0.55% 51
2025
Q4 		$2.2M Buy
6,702
+24
+0.4% +$7.86K 0.65% 44
2025
Q3 		$2.31M Buy
6,678
+97
+1% +$31.4K 0.7% 44
2025
Q2 		$2.02M Buy
6,581
+79
+1% +$24.5K 0.66% 51
2025
Q1 		$2M Buy
6,502
+536
+9% +$175K 0.71% 46
2024
Q4 		$1.87M Sell
5,966
-48
-0.8% -$14.7K 0.79% 41
2024
Q3 		$1.77M Sell
6,014
-136
-2% -$38K 0.74% 44
2024
Q2 		$1.61M Buy
6,150
+48
+0.8% +$12.4K 0.67% 45
2024
Q1 		$1.54M Buy
6,102
+22
+0.4% +$5.79K 0.68% 48
2023
Q4 		$1.47M Buy
6,080
+17
+0.3% +$3.93K 0.7% 48
2023
Q3 		$1.27M Buy
6,063
+157
+3% +$33.5K 0.76% 42
2023
Q2 		$1.39M Buy
5,906
+139
+2% +$32K 0.82% 37
2023
Q1 		$1.34M Buy
5,767
+72
+1% +$17.4K 0.86% 35
2022
Q4 		$1.39M Buy
5,695
+104
+2% +$23.8K 0.96% 34
2022
Q3 		$1.12M Buy
5,591
+21
+0.4% +$4.33K 0.86% 38
2022
Q2 		$1.1M Buy
5,570
+213
+4% +$45.7K 0.8% 44
2022
Q1 		$1.26M Buy
5,357
+196
+4% +$44.9K 0.79% 42
2021
Q4 		$1.23M Buy
5,161
+222
+4% +$52.5K 0.78% 44
2021
Q3 		$1.15M Buy
+4,939
New +$1.1M 0.81% 47

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accretive Wealth Partners's WTW Position: Q1 2026 in Review

Accretive Wealth Partners increased its Willis Towers Watson (WTW) stake by 0.55% in Q1 2026, buying an estimated $11.4K and bringing the position to 6,739 shares worth $1.96M. The position accounts for 0.55% of the portfolio, ranked #51.

Accretive Wealth Partners first reported a position in WTW in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.31M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Accretive Wealth Partners held 6,739 shares of Willis Towers Watson worth $1.96M as of Q1 2026.
  • Accretive Wealth Partners bought 37 Willis Towers Watson shares in Q1 2026, an estimated $11.4K.
  • Willis Towers Watson made up 0.55% of Accretive Wealth Partners's portfolio in Q1 2026, its #51 holding.
  • Accretive Wealth Partners first reported a position in Willis Towers Watson in Q3 2021 and has held it in 19 quarters since.
  • Accretive Wealth Partners's Willis Towers Watson position peaked at $2.31M in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.