Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Willis Towers Watson WTW Stock Holding History

Envestnet Portfolio 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
2025
Q3 		– Sell
-990
Closed -$304K – 1589
2025
Q2 		$304K Sell
990
-363
-27% -$113K ﹤0.01% 1325
2025
Q1 		$457K Sell
1,353
-393
-23% -$128K ﹤0.01% 1085
2024
Q4 		$547K Buy
1,746
+114
+7% +$35K ﹤0.01% 1202
2024
Q3 		$481K Sell
1,632
-60
-4% -$16.8K ﹤0.01% 1224
2024
Q2 		$444K Buy
1,692
+50
+3% +$12.9K ﹤0.01% 1192
2024
Q1 		$452K Buy
1,642
+429
+35% +$113K ﹤0.01% 1166
2023
Q4 		$293K Buy
1,213
+164
+16% +$37.9K ﹤0.01% 1307
2023
Q3 		$219K Buy
+1,049
New +$224K ﹤0.01% 1395

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Envestnet Portfolio Solutions's WTW Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 990 shares — an estimated $304K sold.

Envestnet Portfolio Solutions first reported a position in WTW in Q3 2023 and held it in 8 quarters. The position peaked at $547K in Q4 2024. 727 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 990 Willis Towers Watson shares in Q3 2025, an estimated $304K.
  • Envestnet Portfolio Solutions first reported a position in Willis Towers Watson in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Willis Towers Watson position peaked at $547K in Q4 2024.
  • 727 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.