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Carolinas Wealth Consulting’s Willis Towers Watson WTW Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-2
Closed -$629 – 1100
2024
Q4 		$629 Hold
2
– – ﹤0.01% 986
2024
Q3 		$591 Hold
2
– – ﹤0.01% 989
2024
Q2 		$525 Hold
2
– – ﹤0.01% 988
2024
Q1 		$552 Hold
2
– – ﹤0.01% 970
2023
Q4 		$484 Hold
2
– – ﹤0.01% 922
2023
Q3 		$472 Hold
2
– – ﹤0.01% 931
2023
Q2 		$473 Hold
2
– – ﹤0.01% 998
2023
Q1 		$466 Hold
2
– – ﹤0.01% 997
2022
Q4 		$491 Hold
2
– – ﹤0.01% 995
2022
Q3 		$0 Hold
2
– – ﹤0.01% 947
2022
Q2 		$0 Hold
2
– – ﹤0.01% 957
2022
Q1 		$0 Sell
2
-1
-33% -$229 ﹤0.01% 1021
2021
Q4 		$1K Hold
3
– – ﹤0.01% 947
2021
Q3 		$1K Hold
3
– – ﹤0.01% 922
2021
Q2 		$1K Hold
3
– – ﹤0.01% 930
2021
Q1 		$1K Hold
3
– – ﹤0.01% 925
2020
Q4 		$1K Hold
3
– – ﹤0.01% 846
2020
Q3 		$1K Hold
3
– – ﹤0.01% 899
2020
Q2 		$1K Buy
+3
New +$574 ﹤0.01% 628

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's WTW Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 2 shares — an estimated $629 sold.

Carolinas Wealth Consulting first reported a position in WTW in Q2 2020 and held it in 19 quarters. The position peaked at $1K in Q4 2021. 758 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2 Willis Towers Watson shares in Q1 2025, an estimated $629.
  • Carolinas Wealth Consulting first reported a position in Willis Towers Watson in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Willis Towers Watson position peaked at $1K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.