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

Cassaday & 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	$272K	Sell	936 -14	-1%	-$4.29K	0.01%	300
2025 Q4	$312K	Hold	950	–	–	0.01%	281
2025 Q3	$328K	Hold	950	–	–	0.01%	265
2025 Q2	$291K	Buy	950 +28	+3%	+$8.68K	0.01%	277
2025 Q1	$312K	Hold	922	–	–	0.01%	249
2024 Q4	$289K	Hold	922	–	–	0.01%	260
2024 Q3	$272K	Sell	922 -2	-0.2%	-$560	0.01%	260
2024 Q2	$242K	Sell	924 -1	-0.1%	-$258	0.01%	257
2024 Q1	$254K	Sell	925 -12	-1%	-$3.16K	0.01%	251
2023 Q4	$226K	Buy	+937	New	+$217K	0.01%	252
2023 Q3	–	Sell	-922	Closed	-$217K	–	280
2023 Q2	$217K	Buy	+922	New	+$212K	0.01%	240

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

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

Cassaday & Co Wealth Management reduced its Willis Towers Watson (WTW) stake by 1.5% in Q1 2026, selling an estimated $4.29K and leaving 936 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #300.

Cassaday & Co Wealth Management first reported a position in WTW in Q2 2023 and has held it in 11 quarters since. The position peaked at $328K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Cassaday & Co Wealth Management held 936 shares of Willis Towers Watson worth $272K as of Q1 2026.
Cassaday & Co Wealth Management sold 14 Willis Towers Watson shares in Q1 2026, an estimated $4.29K.
Willis Towers Watson made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #300 holding.
Cassaday & Co Wealth Management first reported a position in Willis Towers Watson in Q2 2023 and has held it in 11 quarters since.
Cassaday & Co Wealth Management's Willis Towers Watson position peaked at $328K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.