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Modera Wealth Management’s Willis Towers Watson WTW Stock Holding History

Modera Wealth Management’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
-699
Closed -$230K – 681
2025
Q4 		$230K Sell
699
-8
-1% -$2.62K ﹤0.01% 593
2025
Q3 		$244K Buy
707
+17
+2% +$5.51K ﹤0.01% 585
2025
Q2 		$212K Hold
690
– – ﹤0.01% 617
2025
Q1 		$233K Sell
690
-71
-9% -$23.1K ﹤0.01% 567
2024
Q4 		$238K Buy
761
+15
+2% +$4.6K ﹤0.01% 558
2024
Q3 		$220K Buy
+746
New +$209K ﹤0.01% 564
2024
Q2 		– Sell
-745
Closed -$205K – 595
2024
Q1 		$205K Buy
+745
New +$196K ﹤0.01% 543
2022
Q1 		– Sell
-1,562
Closed -$371K – 598
2021
Q4 		$371K Buy
+1,562
New +$370K 0.01% 346

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

Modera Wealth Management's WTW Position: Q1 2026 in Review

Modera Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 699 shares — an estimated $230K sold.

Modera Wealth Management first reported a position in WTW in Q4 2021 and held it in 8 quarters. The position peaked at $371K in Q4 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Modera Wealth Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 699 Willis Towers Watson shares in Q1 2026, an estimated $230K.
  • Modera Wealth Management first reported a position in Willis Towers Watson in Q4 2021 and held it in 8 quarters.
  • Modera Wealth Management's Willis Towers Watson position peaked at $371K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.