Empower Advisory Group
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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
Q2 		$1.03M Sell
3,932
-51
-1% -$13.6K ﹤0.01% 254
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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empower Advisory Group's WTW Position: Q2 2026 in Review

Empower Advisory Group reduced its Willis Towers Watson (WTW) stake by 1.3% in Q2 2026, selling an estimated $13.6K and leaving 3,932 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Empower Advisory Group first reported a position in WTW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Empower Advisory Group held 3,932 shares of Willis Towers Watson worth $1.03M as of Q2 2026.
  • Empower Advisory Group sold 51 Willis Towers Watson shares in Q2 2026, an estimated $13.6K.
  • Willis Towers Watson made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #254 holding.
  • Empower Advisory Group first reported a position in Willis Towers Watson in Q3 2023 and has held it in 12 quarters since.
  • Empower Advisory Group's Willis Towers Watson position peaked at $1.16M in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.