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

AE 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	$602K	Buy	+2,303	New	+$616K	﹤0.01%	1134
2024 Q1	–	Sell	-3,903	Closed	-$974K	–	2012
2023 Q4	$974K	Buy	+3,903	New	+$902K	0.01%	1163
2020 Q4	–	Sell	-1,376	Closed	-$287K	–	1442
2020 Q3	$287K	Buy	+1,376	New	+$281K	﹤0.01%	1057
2020 Q1	–	Sell	-1,513	Closed	-$306K	–	1289
2019 Q4	$306K	Sell	1,513 -1,564	-51%	-$300K	0.01%	895
2019 Q3	$594K	Buy	3,077 +998	+48%	+$195K	0.02%	574
2019 Q2	$398K	Sell	2,079 -271	-12%	-$49.1K	0.01%	651
2019 Q1	$413K	Buy	+2,350	New	+$390K	0.03%	386

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's WTW Position: Q2 2026 in Review

AE Wealth Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 2,303 shares worth $602K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in WTW as recently as Q4 2023.

AE Wealth Management first reported a position in WTW in Q1 2019 and has held it in 7 quarters since. The position peaked at $974K in Q4 2023. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

AE Wealth Management held 2,303 shares of Willis Towers Watson worth $602K as of Q2 2026.
Willis Towers Watson was a new AE Wealth Management position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1134 holding.
AE Wealth Management first reported a position in Willis Towers Watson in Q1 2019 and has held it in 7 quarters since.
AE Wealth Management's Willis Towers Watson position peaked at $974K in Q4 2023.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.