EWA
WTW icon

EverSource Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

EverSource Wealth Advisors’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 		$389K Buy
1,336
+401
+43% +$123K 0.01% 717
2025
Q4 		$307K Sell
935
-61
-6% -$20K 0.01% 745
2025
Q3 		$344K Buy
996
+7
+0.7% +$2.27K 0.01% 662
2025
Q2 		$303K Buy
989
+411
+71% +$127K 0.01% 666
2025
Q1 		$196K Buy
578
+116
+25% +$37.8K 0.01% 670
2024
Q4 		$145K Buy
462
+7
+2% +$2.15K 0.01% 787
2024
Q3 		$134K Sell
455
-129
-22% -$36.1K 0.01% 699
2024
Q2 		$165K Buy
584
+1
+0.2% +$258 0.01% 626
2024
Q1 		$146K Buy
583
+26
+5% +$6.84K 0.01% 583
2023
Q4 		$134K Buy
557
+34
+7% +$7.86K 0.01% 544
2023
Q3 		$109K Buy
523
+32
+7% +$6.83K 0.01% 543
2023
Q2 		$116K Sell
491
-2
-0.4% -$461 0.01% 532
2023
Q1 		$115K Sell
493
-10
-2% -$2.42K 0.01% 499
2022
Q4 		$123K Sell
503
-3
-0.6% -$685 0.02% 452
2022
Q3 		$102K Buy
506
+306
+153% +$63.1K 0.02% 430
2022
Q2 		$39K Buy
200
+58
+41% +$12.4K 0.01% 678
2022
Q1 		$34K Buy
142
+50
+54% +$11.4K 0.01% 549
2021
Q4 		$22K Buy
+92
New +$21.8K 0.01% 647

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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 $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's WTW Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Willis Towers Watson (WTW) stake by 43% in Q1 2026, buying an estimated $123K and bringing the position to 1,336 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #717.

EverSource Wealth Advisors first reported a position in WTW in Q4 2021 and has held it in 18 quarters since. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • EverSource Wealth Advisors held 1,336 shares of Willis Towers Watson worth $389K as of Q1 2026.
  • EverSource Wealth Advisors bought 401 Willis Towers Watson shares in Q1 2026, an estimated $123K.
  • Willis Towers Watson made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #717 holding.
  • EverSource Wealth Advisors first reported a position in Willis Towers Watson in Q4 2021 and has held it in 18 quarters since.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.