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Cardinal Point Capital Management’s Willis Towers Watson WTW Stock Holding History

Cardinal Point Capital 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
Q4 		– Sell
-25,591
Closed -$8.84M – 285
2025
Q3 		$8.84M Buy
+25,591
New +$8.29M 0.62% 42

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cardinal Point Capital Management's WTW Position: Q4 2025 in Review

Cardinal Point Capital Management sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 25,591 shares — an estimated $8.84M sold.

Cardinal Point Capital Management first reported a position in WTW in Q3 2025 and held it in 1 quarter. The position peaked at $8.84M in Q3 2025. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Cardinal Point Capital Management reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 25,591 Willis Towers Watson shares in Q4 2025, an estimated $8.84M.
  • Cardinal Point Capital Management first reported a position in Willis Towers Watson in Q3 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Willis Towers Watson position peaked at $8.84M in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Cardinal Point Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.