Fonville Wealth Management’s Willis Towers Watson WTW Stock Holding History

Fonville Wealth Management’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	$453K	Buy	1,557 +3	+0.2%	+$920	0.09%	92
2025 Q4	$511K	Hold	1,554	–	–	0.1%	88
2025 Q3	$537K	Sell	1,554 -1	-0.1%	-$324	0.12%	84
2025 Q2	$477K	Hold	1,555	–	–	0.12%	83
2025 Q1	$526K	Hold	1,555	–	–	0.15%	75
2024 Q4	$487K	Hold	1,555	–	–	0.16%	70
2024 Q3	$458K	Hold	1,555	–	–	0.16%	71
2024 Q2	$408K	Buy	1,555 +1	+0.1%	+$258	0.16%	71
2024 Q1	$427K	Hold	1,554	–	–	0.19%	68
2023 Q4	$375K	Buy	+1,554	New	+$359K	0.2%	67

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fonville Wealth Management's WTW Position: Q1 2026 in Review

Fonville Wealth Management increased its Willis Towers Watson (WTW) stake by 0.19% in Q1 2026, buying an estimated $920 and bringing the position to 1,557 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #92.

Fonville Wealth Management first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $537K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Fonville Wealth Management held 1,557 shares of Willis Towers Watson worth $453K as of Q1 2026.
Fonville Wealth Management bought 3 Willis Towers Watson shares in Q1 2026, an estimated $920.
Willis Towers Watson made up 0.09% of Fonville Wealth Management's portfolio in Q1 2026, its #92 holding.
Fonville Wealth Management first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
Fonville Wealth Management's Willis Towers Watson position peaked at $537K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Fonville Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.