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Dakota Wealth Management’s Willis Towers Watson WTW Stock Holding History

Dakota 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
2026
Q1 		$5.72M Sell
19,667
-2,500
-11% -$767K 0.12% 160
2025
Q4 		$7.28M Sell
22,167
-1,248
-5% -$409K 0.13% 131
2025
Q3 		$8.09M Sell
23,415
-581
-2% -$188K 0.16% 115
2025
Q2 		$7.35M Sell
23,996
-607
-2% -$188K 0.15% 118
2025
Q1 		$8.31M Sell
24,603
-521
-2% -$170K 0.19% 105
2024
Q4 		$7.87M Sell
25,124
-510
-2% -$156K 0.18% 110
2024
Q3 		$7.55M Sell
25,634
-64
-0.2% -$17.9K 0.17% 118
2024
Q2 		$6.74M Sell
25,698
-161
-0.6% -$41.6K 0.16% 119
2024
Q1 		$7.11M Sell
25,859
-473
-2% -$124K 0.18% 119
2023
Q4 		$6.35M Sell
26,332
-248
-0.9% -$57.3K 0.25% 107
2023
Q3 		$5.55M Sell
26,580
-75
-0.3% -$16K 0.25% 104
2023
Q2 		$6.28M Sell
26,655
-187
-0.7% -$43.1K 0.3% 87
2023
Q1 		$6.24M Sell
26,842
-354
-1% -$85.6K 0.42% 66
2022
Q4 		$6.65M Sell
27,196
-285
-1% -$65.1K 0.47% 50
2022
Q3 		$5.52M Buy
27,481
+178
+0.7% +$36.7K 0.45% 51
2022
Q2 		$5.39M Buy
27,303
+121
+0.4% +$25.9K 0.5% 52
2022
Q1 		$6.42M Buy
27,182
+25,458
+1,477% +$5.83M 0.52% 49
2021
Q4 		$409K Buy
1,724
+594
+53% +$141K 0.04% 269
2021
Q3 		$263K Buy
+1,130
New +$252K 0.03% 300

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

Dakota Wealth Management's WTW Position: Q1 2026 in Review

Dakota Wealth Management reduced its Willis Towers Watson (WTW) stake by 11% in Q1 2026, selling an estimated $767K and leaving 19,667 shares worth $5.72M. The position accounts for 0.12% of the portfolio, ranked #160.

Dakota Wealth Management first reported a position in WTW in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.31M in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Dakota Wealth Management held 19,667 shares of Willis Towers Watson worth $5.72M as of Q1 2026.
  • Dakota Wealth Management sold 2,500 Willis Towers Watson shares in Q1 2026, an estimated $767K.
  • Willis Towers Watson made up 0.12% of Dakota Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Dakota Wealth Management first reported a position in Willis Towers Watson in Q3 2021 and has held it in 19 quarters since.
  • Dakota Wealth Management's Willis Towers Watson position peaked at $8.31M in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.