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Atria Wealth Solutions’s Willis Towers Watson WTW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.16M Buy
+3,780
New +$1.17M 0.03% 588
2025
Q1 		– Sell
-840
Closed -$263K – 2098
2024
Q4 		$263K Buy
+840
New +$258K ﹤0.01% 1639
2023
Q2 		– Sell
-1,064
Closed -$247K – 1999
2023
Q1 		$247K Sell
1,064
-87
-8% -$21K ﹤0.01% 1534
2022
Q4 		$282K Buy
+1,151
New +$263K ﹤0.01% 1400

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return