Empower Advisory Group
WTW icon

Empower Advisory Group’s Willis Towers Watson WTW Stock Holding History

Empower Advisory 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 		$1.16M Buy
3,983
+2,243
+129% +$688K ﹤0.01% 235
2025
Q4 		$572K Buy
1,740
+3
+0.2% +$982 ﹤0.01% 319
2025
Q3 		$600K Buy
1,737
+4
+0.2% +$1.29K ﹤0.01% 311
2025
Q2 		$531K Buy
1,733
+2
+0.1% +$620 ﹤0.01% 318
2025
Q1 		$585K Sell
1,731
-12
-0.7% -$3.91K ﹤0.01% 297
2024
Q4 		$546K Buy
1,743
+24
+1% +$7.36K ﹤0.01% 315
2024
Q3 		$506K Sell
1,719
-14
-0.8% -$3.92K ﹤0.01% 310
2024
Q2 		$454K Buy
1,733
+4
+0.2% +$1.03K ﹤0.01% 318
2024
Q1 		$475K Buy
1,729
+28
+2% +$7.37K ﹤0.01% 309
2023
Q4 		$410K Buy
1,701
+2
+0.1% +$462 ﹤0.01% 325
2023
Q3 		$355K Buy
+1,699
New +$363K ﹤0.01% 343

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $74.9B 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 $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return