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Dynamic Advisor Solutions’s Willis Towers Watson WTW Stock Holding History

Dynamic Advisor Solutions’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
-6,713
Closed -$2.21M – 996
2025
Q4 		$2.21M Buy
6,713
+4,657
+227% +$1.52M 0.07% 275
2025
Q3 		$710K Buy
2,056
+28
+1% +$9.07K 0.02% 540
2025
Q2 		$622K Buy
2,028
+10
+0.5% +$3.1K 0.02% 557
2025
Q1 		$682K Buy
2,018
+35
+2% +$11.4K 0.02% 509
2024
Q4 		$621K Buy
1,983
+51
+3% +$15.6K 0.03% 395
2024
Q3 		$569K Buy
1,932
+86
+5% +$24.1K 0.02% 588
2024
Q2 		$484K Buy
1,846
+25
+1% +$6.45K 0.02% 634
2024
Q1 		$501K Buy
1,821
+100
+6% +$26.3K 0.02% 607
2023
Q4 		$411K Buy
1,721
+60
+4% +$13.9K 0.02% 624
2023
Q3 		$347K Sell
1,661
-192
-10% -$41K 0.02% 614
2023
Q2 		$436K Buy
1,853
+1
+0.1% +$230 0.02% 528
2023
Q1 		$430K Buy
1,852
+61
+3% +$14.7K 0.03% 505
2022
Q4 		$438K Buy
1,791
+100
+6% +$22.8K 0.03% 476
2022
Q3 		$340K Buy
1,691
+47
+3% +$9.7K 0.03% 490
2022
Q2 		$325K Buy
1,644
+115
+8% +$24.7K 0.03% 503
2022
Q1 		$361K Buy
1,529
+36
+2% +$8.24K 0.03% 511
2021
Q4 		$355K Buy
1,493
+71
+5% +$16.8K 0.03% 518
2021
Q3 		$330K Buy
+1,422
New +$317K 0.02% 551
2021
Q2 		– Sell
-1,327
Closed -$304K – 820
2021
Q1 		$304K Sell
1,327
-5
-0.4% -$1.09K 0.03% 495
2020
Q4 		$281K Buy
1,332
+63
+5% +$13K 0.03% 509
2020
Q3 		$265K Buy
1,269
+54
+4% +$11K 0.03% 466
2020
Q2 		$239K Buy
1,215
+16
+1% +$3.06K 0.03% 429
2020
Q1 		$204K Buy
1,199
+154
+15% +$30.3K 0.04% 407
2019
Q4 		$211K Buy
+1,045
New +$200K 0.03% 491

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

Dynamic Advisor Solutions's WTW Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 6,713 shares — an estimated $2.21M sold.

Dynamic Advisor Solutions first reported a position in WTW in Q4 2019 and held it in 24 quarters. The position peaked at $2.21M in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,713 Willis Towers Watson shares in Q1 2026, an estimated $2.21M.
  • Dynamic Advisor Solutions first reported a position in Willis Towers Watson in Q4 2019 and held it in 24 quarters.
  • Dynamic Advisor Solutions's Willis Towers Watson position peaked at $2.21M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.