AAS
WTW icon

Avantax Advisory Services’s Willis Towers Watson WTW Stock Holding History

Avantax Advisory Services’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 		$244K Buy
795
+11
+1% +$3.41K ﹤0.01% 2069
2025
Q1 		$265K Buy
784
+67
+9% +$21.8K ﹤0.01% 1927
2024
Q4 		$225K Buy
+717
New +$220K ﹤0.01% 1984

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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 $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's WTW Position: Q2 2025 in Review

Avantax Advisory Services increased its Willis Towers Watson (WTW) stake by 1.4% in Q2 2025, buying an estimated $3.41K and bringing the position to 795 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Avantax Advisory Services first reported a position in WTW in Q4 2024 and has held it in 3 quarters since. The position peaked at $265K in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Avantax Advisory Services held 795 shares of Willis Towers Watson worth $244K as of Q2 2025.
  • Avantax Advisory Services bought 11 Willis Towers Watson shares in Q2 2025, an estimated $3.41K.
  • Willis Towers Watson made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2069 holding.
  • Avantax Advisory Services first reported a position in Willis Towers Watson in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Willis Towers Watson position peaked at $265K in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.