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
2025
Q2 		$304K Sell
2025
Q1 		$457K Sell
2024
Q4 		$547K Buy
2024
Q3 		$481K Sell
2024
Q2 		$444K Buy
2024
Q1 		$452K Buy
2023
Q4 		$293K Buy
2023
Q3 		$219K Buy