Cherry Tree Wealth Management’s Willis Towers Watson WTW Stock Holding History

Cherry Tree 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
2025 Q2	–	Sell	-23	Closed	-$7.77K	–	766
2025 Q1	$7.77K	Buy	+23	New	+$7.5K	﹤0.01%	467
2023 Q4	–	Sell	-5	Closed	-$1.04K	–	604
2023 Q3	$1.04K	Hold	5	–	–	﹤0.01%	529
2023 Q2	$1.18K	Buy	+5	New	+$1.15K	﹤0.01%	532

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's WTW Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 23 shares — an estimated $7.77K sold.

Cherry Tree Wealth Management first reported a position in WTW in Q2 2023 and held it in 3 quarters. The position peaked at $7.77K in Q1 2025. 722 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 23 Willis Towers Watson shares in Q2 2025, an estimated $7.77K.
Cherry Tree Wealth Management first reported a position in Willis Towers Watson in Q2 2023 and held it in 3 quarters.
Cherry Tree Wealth Management's Willis Towers Watson position peaked at $7.77K in Q1 2025.
722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.