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Everhart Financial Group’s Willis Towers Watson WTW Stock Holding History

Everhart Financial 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 		– Sell
-1,060
Closed -$348K – 490
2025
Q4 		$348K Buy
+1,060
New +$347K 0.03% 304

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VPM
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Geode Capital Management
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Everhart Financial Group's WTW Position: Q1 2026 in Review

Everhart Financial Group sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1,060 shares — an estimated $348K sold.

Everhart Financial Group first reported a position in WTW in Q4 2025 and held it in 1 quarter. The position peaked at $348K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Everhart Financial Group reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 1,060 Willis Towers Watson shares in Q1 2026, an estimated $348K.
  • Everhart Financial Group first reported a position in Willis Towers Watson in Q4 2025 and held it in 1 quarter.
  • Everhart Financial Group's Willis Towers Watson position peaked at $348K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.