FT
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Fiduciary Trust’s Willis Towers Watson WTW Stock Holding History

Fiduciary Trust’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
-796
Closed -$262K – 913
2025
Q4 		$262K Sell
796
-262
-25% -$85.8K ﹤0.01% 761
2025
Q3 		$366K Sell
1,058
-30
-3% -$9.72K ﹤0.01% 637
2025
Q2 		$334K Buy
1,088
+159
+17% +$49.3K ﹤0.01% 645
2025
Q1 		$314K Buy
+929
New +$303K ﹤0.01% 650
2020
Q4 		– Sell
-1,126
Closed -$235K – 584
2020
Q3 		$235K Buy
+1,126
New +$230K 0.01% 502

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