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Capital A Wealth Management’s Willis Towers Watson WTW Stock Holding History

Capital A 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
2025
Q2 		– Sell
-67
Closed -$22.6K – 845
2025
Q1 		$22.6K Hold
67
– – 0.02% 217
2024
Q4 		$21K Buy
+67
New +$20.6K 0.03% 228

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 $59.9B AUM 27.01% 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

Capital A Wealth Management's WTW Position: Q2 2025 in Review

Capital A Wealth Management sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 67 shares — an estimated $22.6K sold.

Capital A Wealth Management first reported a position in WTW in Q4 2024 and held it in 2 quarters. The position peaked at $22.6K in Q1 2025. 721 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Capital A Wealth Management reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 67 Willis Towers Watson shares in Q2 2025, an estimated $22.6K.
  • Capital A Wealth Management first reported a position in Willis Towers Watson in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Willis Towers Watson position peaked at $22.6K in Q1 2025.
  • 721 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.