HWA
WTW icon

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

Heartwood 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
2025
Q4 		– Sell
-3
Closed -$1.04K – 606
2025
Q3 		$1.04K Buy
+3
New +$972 ﹤0.01% 547

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heartwood Wealth Advisors's WTW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 3 shares — an estimated $1.04K sold.

Heartwood Wealth Advisors first reported a position in WTW in Q3 2025 and held it in 1 quarter. The position peaked at $1.04K in Q3 2025. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 3 Willis Towers Watson shares in Q4 2025, an estimated $1.04K.
  • Heartwood Wealth Advisors first reported a position in Willis Towers Watson in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Willis Towers Watson position peaked at $1.04K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.