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Clearstead Trust’s Willis Towers Watson WTW Stock Holding History

Clearstead Trust’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 		$9.01K Buy
31
+4
+15% +$1.23K ﹤0.01% 610
2025
Q4 		$8.87K Sell
27
-8
-23% -$2.62K ﹤0.01% 620
2025
Q3 		$12.1K Buy
35
+23
+192% +$7.45K ﹤0.01% 548
2025
Q2 		$3.68K Sell
12
-25
-68% -$7.75K ﹤0.01% 814
2025
Q1 		$12.5K Buy
+37
New +$12.1K ﹤0.01% 427

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Trust's WTW Position: Q1 2026 in Review

Clearstead Trust increased its Willis Towers Watson (WTW) stake by 15% in Q1 2026, buying an estimated $1.23K and bringing the position to 31 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Clearstead Trust first reported a position in WTW in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.5K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Clearstead Trust held 31 shares of Willis Towers Watson worth $9.01K as of Q1 2026.
  • Clearstead Trust bought 4 Willis Towers Watson shares in Q1 2026, an estimated $1.23K.
  • Willis Towers Watson made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #610 holding.
  • Clearstead Trust first reported a position in Willis Towers Watson in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Willis Towers Watson position peaked at $12.5K in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.