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Arax Advisory Partners’s Willis Towers Watson WTW Stock Holding History

Arax Advisory 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 		– Sell
-2,269
Closed -$746K – 4378
2025
Q4 		$746K Sell
2,269
-2,946
-56% -$964K 0.02% 459
2025
Q3 		$1.8M Buy
5,215
+4,926
+1,704% +$1.6M 0.03% 497
2025
Q2 		$88.6K Buy
289
+159
+122% +$49.3K ﹤0.01% 984
2025
Q1 		$43.9K Buy
130
+75
+136% +$24.4K ﹤0.01% 997
2024
Q4 		$17.2K Hold
55
– – ﹤0.01% 1262
2024
Q3 		$16.2K Buy
55
+4
+8% +$1.12K ﹤0.01% 1172
2024
Q2 		$13.4K Buy
51
+46
+920% +$11.9K ﹤0.01% 1130
2024
Q1 		$1.38K Sell
5
-1
-17% -$263 ﹤0.01% 1099
2023
Q4 		$1.45K Hold
6
– – ﹤0.01% 1066
2023
Q3 		$1.25K Hold
6
– – ﹤0.01% 1091
2023
Q2 		$1.41K Hold
6
– – ﹤0.01% 1049
2023
Q1 		$1.4K Hold
6
– – ﹤0.01% 1041
2022
Q4 		$1.47K Hold
6
– – ﹤0.01% 995
2022
Q3 		$1K Hold
6
– – ﹤0.01% 1176
2022
Q2 		$2K Buy
+6
New +$1.29K ﹤0.01% 975

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

Arax Advisory Partners's WTW Position: Q1 2026 in Review

Arax Advisory Partners sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 2,269 shares — an estimated $746K sold.

Arax Advisory Partners first reported a position in WTW in Q2 2022 and held it in 15 quarters. The position peaked at $1.8M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Arax Advisory Partners reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 2,269 Willis Towers Watson shares in Q1 2026, an estimated $746K.
  • Arax Advisory Partners first reported a position in Willis Towers Watson in Q2 2022 and held it in 15 quarters.
  • Arax Advisory Partners's Willis Towers Watson position peaked at $1.8M in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.