Lido Advisors
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Lido Advisors’s Willis Towers Watson WTW Stock Holding History

Lido 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
2026
Q1 		$476K Sell
1,631
-729
-31% -$224K ﹤0.01% 1322
2025
Q4 		$806K Buy
2,360
+88
+4% +$28.8K ﹤0.01% 1101
2025
Q3 		$787K Buy
2,272
+734
+48% +$238K ﹤0.01% 1053
2025
Q2 		$473K Buy
1,538
+398
+35% +$123K ﹤0.01% 1126
2025
Q1 		$386K Sell
1,140
-207
-15% -$67.5K ﹤0.01% 1106
2024
Q4 		$423K Buy
1,347
+54
+4% +$16.6K ﹤0.01% 1063
2024
Q3 		$381K Buy
1,293
+95
+8% +$26.6K ﹤0.01% 1054
2024
Q2 		$315K Buy
1,198
+29
+2% +$7.49K ﹤0.01% 1095
2024
Q1 		$322K Buy
1,169
+28
+2% +$7.37K ﹤0.01% 1058
2023
Q4 		$276K Buy
1,141
+146
+15% +$33.8K ﹤0.01% 1075
2023
Q3 		$208K Buy
+995
New +$212K ﹤0.01% 1067

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

Lido Advisors's WTW Position: Q1 2026 in Review

Lido Advisors reduced its Willis Towers Watson (WTW) stake by 31% in Q1 2026, selling an estimated $224K and leaving 1,631 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Lido Advisors first reported a position in WTW in Q3 2023 and has held it in 11 quarters since. The position peaked at $806K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Lido Advisors held 1,631 shares of Willis Towers Watson worth $476K as of Q1 2026.
  • Lido Advisors sold 729 Willis Towers Watson shares in Q1 2026, an estimated $224K.
  • Willis Towers Watson made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1322 holding.
  • Lido Advisors first reported a position in Willis Towers Watson in Q3 2023 and has held it in 11 quarters since.
  • Lido Advisors's Willis Towers Watson position peaked at $806K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.