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 Q3	$927K	Buy	3,215 +912	+40%	+$288K	﹤0.01%	971
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

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

AE Wealth Management's WTW Position: Q3 2026 in Review

AE Wealth Management increased its Willis Towers Watson (WTW) stake by 40% in Q3 2026, buying an estimated $288K and bringing the position to 3,215 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

AE Wealth Management first reported a position in WTW in Q1 2019 and has held it in 8 quarters since. The position peaked at $974K in Q4 2023. 606 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

AE Wealth Management held 3,215 shares of Willis Towers Watson worth $927K as of Q3 2026.
AE Wealth Management bought 912 Willis Towers Watson shares in Q3 2026, an estimated $288K.
Willis Towers Watson made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #971 holding.
AE Wealth Management first reported a position in Willis Towers Watson in Q1 2019 and has held it in 8 quarters since.
AE Wealth Management's Willis Towers Watson position peaked at $974K in Q4 2023.
606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.