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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 – 2096
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

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's WTW Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Willis Towers Watson (WTW) in Q2 2025: 3,780 shares worth $1.16M. The stake represents 0.03% of the portfolio and ranks #588 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in WTW as recently as Q4 2024.

Atria Wealth Solutions first reported a position in WTW in Q4 2022 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Atria Wealth Solutions held 3,780 shares of Willis Towers Watson worth $1.16M as of Q2 2025.
  • Willis Towers Watson was a new Atria Wealth Solutions position in Q2 2025.
  • Willis Towers Watson made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #588 holding.
  • Atria Wealth Solutions first reported a position in Willis Towers Watson in Q4 2022 and has held it in 4 quarters since.
  • 722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.