Cedar Mountain Advisors
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Cedar Mountain Advisors’s Willis Towers Watson WTW Stock Holding History

Cedar Mountain Advisors’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
Q3 		$26.5K Hold
92
– – ﹤0.01% 252
2026
Q2 		$24K Hold
92
– – ﹤0.01% 302
2026
Q1 		$26.7K Buy
+92
New +$28.2K 0.01% 243

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Cedar Mountain Advisors's WTW Position: Q3 2026 in Review

Cedar Mountain Advisors held its Willis Towers Watson (WTW) position steady in Q3 2026 at 92 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Cedar Mountain Advisors first reported a position in WTW in Q1 2026 and has held it in 3 quarters since. The position peaked at $26.7K in Q1 2026. 506 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Cedar Mountain Advisors held 92 shares of Willis Towers Watson worth $26.5K as of Q3 2026.
  • Cedar Mountain Advisors left its Willis Towers Watson share count unchanged in Q3 2026.
  • Willis Towers Watson made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #252 holding.
  • Cedar Mountain Advisors first reported a position in Willis Towers Watson in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Willis Towers Watson position peaked at $26.7K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.