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Acumen Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Acumen Wealth Advisors’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 		– Sell
-47
Closed -$15.5K – 583
2025
Q4 		$15.5K Buy
+47
New +$15.4K ﹤0.01% 243

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acumen Wealth Advisors's WTW Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 47 shares — an estimated $15.5K sold.

Acumen Wealth Advisors first reported a position in WTW in Q4 2025 and held it in 1 quarter. The position peaked at $15.5K in Q4 2025. 722 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 47 Willis Towers Watson shares in Q1 2026, an estimated $15.5K.
  • Acumen Wealth Advisors first reported a position in Willis Towers Watson in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's Willis Towers Watson position peaked at $15.5K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.