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Kestra Private Wealth Services’s Willis Towers Watson WTW Stock Holding History

Kestra Private Wealth Services’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 		$744K Sell
2,561
-2,807
-52% -$861K 0.01% 993
2025
Q4 		$1.76M Buy
5,368
+1,944
+57% +$636K 0.02% 585
2025
Q3 		$1.18M Buy
3,424
+2,286
+201% +$740K 0.02% 710
2025
Q2 		$349K Sell
1,138
-17
-1% -$5.27K 0.01% 1201
2025
Q1 		$390K Sell
1,155
-217
-16% -$70.7K 0.01% 1080
2024
Q4 		$430K Buy
1,372
+18
+1% +$5.52K 0.01% 996
2024
Q3 		$399K Sell
1,354
-76
-5% -$21.3K 0.01% 974
2024
Q2 		$375K Buy
1,430
+24
+2% +$6.2K 0.01% 953
2024
Q1 		$387K Buy
1,406
+180
+15% +$47.3K 0.01% 908
2023
Q4 		$296K Buy
1,226
+22
+2% +$5.09K 0.01% 956
2023
Q3 		$252K Buy
1,204
+37
+3% +$7.89K 0.01% 947
2023
Q2 		$275K Sell
1,167
-19
-2% -$4.38K 0.01% 847
2023
Q1 		$276K Buy
1,186
+115
+11% +$27.8K 0.01% 820
2022
Q4 		$262K Sell
1,071
-382
-26% -$87.3K 0.01% 709
2022
Q3 		$292K Buy
+1,453
New +$300K 0.02% 669

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

Kestra Private Wealth Services's WTW Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Willis Towers Watson (WTW) stake by 52% in Q1 2026, selling an estimated $861K and leaving 2,561 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #993.

Kestra Private Wealth Services first reported a position in WTW in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Kestra Private Wealth Services held 2,561 shares of Willis Towers Watson worth $744K as of Q1 2026.
  • Kestra Private Wealth Services sold 2,807 Willis Towers Watson shares in Q1 2026, an estimated $861K.
  • Willis Towers Watson made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #993 holding.
  • Kestra Private Wealth Services first reported a position in Willis Towers Watson in Q3 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Willis Towers Watson position peaked at $1.76M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.