EWP
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Elevation Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Elevation Wealth Partners’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
Q3 		$10.7K Buy
37
+21
+131% +$6.64K ﹤0.01% 871
2026
Q2 		$4.18K Sell
16
-7
-30% -$1.87K ﹤0.01% 1059
2026
Q1 		$6.69K Hold
23
– – ﹤0.01% 616
2025
Q4 		$7.56K Buy
23
+17
+283% +$5.57K ﹤0.01% 539
2025
Q3 		$2.07K Buy
+6
New +$1.94K ﹤0.01% 641

Other funds holding WTW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Elevation Wealth Partners's WTW Position: Q3 2026 in Review

Elevation Wealth Partners increased its Willis Towers Watson (WTW) stake by 131% in Q3 2026, buying an estimated $6.64K and bringing the position to 37 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Elevation Wealth Partners first reported a position in WTW in Q3 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Elevation Wealth Partners held 37 shares of Willis Towers Watson worth $10.7K as of Q3 2026.
  • Elevation Wealth Partners bought 21 Willis Towers Watson shares in Q3 2026, an estimated $6.64K.
  • Willis Towers Watson made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #871 holding.
  • Elevation Wealth Partners first reported a position in Willis Towers Watson in Q3 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.