Crestwood Advisors Group’s Willis Towers Watson WTW Stock Holding History

Crestwood Advisors Group’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	-641	Closed	-$211K	–	800
2025 Q4	$211K	Buy	641 +57	+10%	+$18.7K	﹤0.01%	650
2025 Q3	$202K	Buy	+584	New	+$189K	﹤0.01%	553

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

Crestwood Advisors Group's WTW Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 641 shares — an estimated $211K sold.

Crestwood Advisors Group first reported a position in WTW in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Crestwood Advisors Group reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Crestwood Advisors Group sold 641 Willis Towers Watson shares in Q1 2026, an estimated $211K.
Crestwood Advisors Group first reported a position in Willis Towers Watson in Q3 2025 and held it in 2 quarters.
Crestwood Advisors Group's Willis Towers Watson position peaked at $211K in Q4 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.