Bartlett & Co Wealth Management’s Willis Towers Watson WTW Stock Holding History

Bartlett & Co 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 Q1	$520	Sell	2 -74	-97%	-$22.7K	﹤0.01%	1171
2025 Q4	$25K	Buy	76 +60	+375%	+$19.6K	﹤0.01%	782
2025 Q3	$5.54K	Sell	16 -35	-69%	-$11.3K	﹤0.01%	993
2025 Q2	$15.7K	Buy	51 +1	+2%	+$310	﹤0.01%	855
2025 Q1	$16.9K	Hold	50	–	–	﹤0.01%	838
2024 Q4	$15.7K	Hold	50	–	–	﹤0.01%	846
2024 Q3	$14.8K	Buy	+50	New	+$14K	﹤0.01%	863
2023 Q3	–	Sell	-9	Closed	-$2.13K	–	1208
2023 Q2	$2.13K	Hold	9	–	–	﹤0.01%	1059
2023 Q1	$2.1K	Hold	9	–	–	﹤0.01%	978
2022 Q4	$2.21K	Hold	9	–	–	﹤0.01%	1008
2022 Q3	$1.82K	Hold	9	–	–	﹤0.01%	1061
2022 Q2	$1.78K	Buy	+9	New	+$1.93K	﹤0.01%	1193
2021 Q4	–	Sell	-17	Closed	-$3.96K	–	900
2021 Q3	$3.96K	Buy	+17	New	+$3.78K	﹤0.01%	793

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's WTW Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Willis Towers Watson (WTW) stake by 97% in Q1 2026, selling an estimated $22.7K and leaving 2 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Bartlett & Co Wealth Management first reported a position in WTW in Q3 2021 and has held it in 13 quarters since. The position peaked at $25K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Bartlett & Co Wealth Management held 2 shares of Willis Towers Watson worth $520 as of Q1 2026.
Bartlett & Co Wealth Management sold 74 Willis Towers Watson shares in Q1 2026, an estimated $22.7K.
Willis Towers Watson made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1171 holding.
Bartlett & Co Wealth Management first reported a position in Willis Towers Watson in Q3 2021 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Willis Towers Watson position peaked at $25K in Q4 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.