Corient Private Wealth
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Corient Private Wealth’s Willis Towers Watson WTW Stock Holding History

Corient Private Wealth’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 		$2.04M Sell
7,306
-8,633
-54% -$2.65M ﹤0.01% 1254
2025
Q4 		$4.59M Buy
15,939
+9,662
+154% +$3.16M ﹤0.01% 1089
2025
Q3 		$2.17M Buy
6,277
+107
+2% +$34.7K ﹤0.01% 1027
2025
Q2 		$1.89M Sell
6,170
-391
-6% -$121K ﹤0.01% 1063
2025
Q1 		$2.22M Buy
6,561
+461
+8% +$150K ﹤0.01% 939
2024
Q4 		$1.91M Sell
6,100
-1,431
-19% -$439K ﹤0.01% 1024
2024
Q3 		$2.22M Buy
7,531
+1,532
+26% +$429K ﹤0.01% 1050
2024
Q2 		$1.57M Buy
5,999
+355
+6% +$91.7K ﹤0.01% 1139
2024
Q1 		$1.55M Buy
5,644
+997
+21% +$262K ﹤0.01% 1154
2023
Q4 		$1.12M Buy
4,647
+517
+13% +$120K ﹤0.01% 1240
2023
Q3 		$863K Buy
4,130
+469
+13% +$100K ﹤0.01% 1250
2023
Q2 		$862K Sell
3,661
-174
-5% -$40.1K ﹤0.01% 1211
2023
Q1 		$893K Buy
3,835
+1,477
+63% +$357K ﹤0.01% 1137
2022
Q4 		$577K Buy
+2,358
New +$539K ﹤0.01% 1099

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

Corient Private Wealth's WTW Position: Q1 2026 in Review

Corient Private Wealth reduced its Willis Towers Watson (WTW) stake by 54% in Q1 2026, selling an estimated $2.65M and leaving 7,306 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Corient Private Wealth first reported a position in WTW in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.59M in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Corient Private Wealth held 7,306 shares of Willis Towers Watson worth $2.04M as of Q1 2026.
  • Corient Private Wealth sold 8,633 Willis Towers Watson shares in Q1 2026, an estimated $2.65M.
  • Willis Towers Watson made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1254 holding.
  • Corient Private Wealth first reported a position in Willis Towers Watson in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Willis Towers Watson position peaked at $4.59M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.