Joel Isaacson & Co’s Willis Towers Watson WTW Stock Holding History

Joel Isaacson & Co’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	-657	Closed	-$216K	–	477
2025 Q4	$216K	Hold	657	–	–	0.01%	431
2025 Q3	$227K	Hold	657	–	–	0.01%	412
2025 Q2	$201K	Buy	+657	New	+$204K	0.01%	404
2017 Q1	–	Sell	-92	Closed	-$11K	–	536
2016 Q4	$11K	Hold	92	–	–	﹤0.01%	494
2016 Q3	$12K	Hold	92	–	–	﹤0.01%	524
2016 Q2	$11K	Hold	92	–	–	﹤0.01%	529
2016 Q1	$11K	Hold	92	–	–	﹤0.01%	565
2015 Q4	$12K	Hold	92	–	–	﹤0.01%	532
2015 Q3	$10K	Hold	92	–	–	﹤0.01%	574
2015 Q2	$11K	Hold	92	–	–	﹤0.01%	577
2015 Q1	$12K	Hold	92	–	–	﹤0.01%	553
2014 Q4	$11K	Hold	92	–	–	﹤0.01%	503
2014 Q3	$10K	Hold	92	–	–	﹤0.01%	492
2014 Q2	$11K	Hold	92	–	–	﹤0.01%	469
2014 Q1	$11K	Hold	92	–	–	﹤0.01%	467
2013 Q4	$11K	Hold	92	–	–	﹤0.01%	423
2013 Q3	$11K	Hold	92	–	–	﹤0.01%	402
2013 Q2	$10K	Buy	+92	New	+$9.74K	﹤0.01%	379

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

Joel Isaacson & Co's WTW Position: Q1 2026 in Review

Joel Isaacson & Co sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 657 shares — an estimated $216K sold.

Joel Isaacson & Co first reported a position in WTW in Q2 2013 and held it in 18 quarters. The position peaked at $227K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Joel Isaacson & Co reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Joel Isaacson & Co sold 657 Willis Towers Watson shares in Q1 2026, an estimated $216K.
Joel Isaacson & Co first reported a position in Willis Towers Watson in Q2 2013 and held it in 18 quarters.
Joel Isaacson & Co's Willis Towers Watson position peaked at $227K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.