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Goodman Advisory Group’s Willis Towers Watson WTW Stock Holding History

Goodman Advisory 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 		$85.2K Sell
293
-17
-5% -$5.22K 0.02% 102
2025
Q4 		$102K Sell
310
-7
-2% -$2.29K 0.03% 85
2025
Q3 		$110K Sell
317
-9
-3% -$2.92K 0.03% 84
2025
Q2 		$99.9K Hold
326
– – 0.03% 75
2025
Q1 		$110K Buy
+326
New +$106K 0.03% 89
2024
Q4 		– Sell
-687
Closed -$202K – 188
2024
Q3 		$202K Sell
687
-35
-5% -$9.79K 0.06% 84
2024
Q2 		$189K Buy
+722
New +$186K 0.06% 87

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

Goodman Advisory Group's WTW Position: Q1 2026 in Review

Goodman Advisory Group reduced its Willis Towers Watson (WTW) stake by 5.5% in Q1 2026, selling an estimated $5.22K and leaving 293 shares worth $85.2K. The position accounts for 0.02% of the portfolio, ranked #102.

Goodman Advisory Group first reported a position in WTW in Q2 2024 and has held it in 7 quarters since. The position peaked at $202K in Q3 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Goodman Advisory Group held 293 shares of Willis Towers Watson worth $85.2K as of Q1 2026.
  • Goodman Advisory Group sold 17 Willis Towers Watson shares in Q1 2026, an estimated $5.22K.
  • Willis Towers Watson made up 0.02% of Goodman Advisory Group's portfolio in Q1 2026, its #102 holding.
  • Goodman Advisory Group first reported a position in Willis Towers Watson in Q2 2024 and has held it in 7 quarters since.
  • Goodman Advisory Group's Willis Towers Watson position peaked at $202K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.