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Marshall & Sterling Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Marshall & Sterling 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
Q2 		– Sell
-4
Closed -$1.35K – 686
2025
Q1 		$1.35K Buy
+4
New +$1.3K ﹤0.01% 562

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WTW Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 4 shares — an estimated $1.35K sold.

Marshall & Sterling Wealth Advisors first reported a position in WTW in Q1 2025 and held it in 1 quarter. The position peaked at $1.35K in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Willis Towers Watson shares in Q2 2025, an estimated $1.35K.
  • Marshall & Sterling Wealth Advisors first reported a position in Willis Towers Watson in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Willis Towers Watson position peaked at $1.35K in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.