Catalyst Financial Partners’s Willis Towers Watson WTW Stock Holding History

Catalyst Financial Partners’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	–	Sell	-636	Closed	-$209K	–	392
2025 Q4	$209K	Buy	636 +14	+2%	+$4.58K	0.02%	309
2025 Q3	$215K	Buy	+622	New	+$201K	0.03%	299
2025 Q2	–	Sell	-597	Closed	-$202K	–	318
2025 Q1	$202K	Buy	+597	New	+$195K	0.04%	282

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

Catalyst Financial Partners's WTW Position: Q1 2026 in Review

Catalyst Financial Partners sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 636 shares — an estimated $209K sold.

Catalyst Financial Partners first reported a position in WTW in Q1 2025 and held it in 3 quarters. The position peaked at $215K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Catalyst Financial Partners reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Catalyst Financial Partners sold 636 Willis Towers Watson shares in Q1 2026, an estimated $209K.
Catalyst Financial Partners first reported a position in Willis Towers Watson in Q1 2025 and held it in 3 quarters.
Catalyst Financial Partners's Willis Towers Watson position peaked at $215K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.