Moisand Fitzgerald Tamayo’s Willis Towers Watson WTW Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-21	Closed	-$7.25K	–	582
2025 Q3	$7.25K	Hold	21	–	–	﹤0.01%	392
2025 Q2	$6.44K	Hold	21	–	–	﹤0.01%	387
2025 Q1	$7.1K	Hold	21	–	–	﹤0.01%	380
2024 Q4	$6.58K	Hold	21	–	–	﹤0.01%	390
2024 Q3	$6.19K	Hold	21	–	–	﹤0.01%	407
2024 Q2	$5.5K	Hold	21	–	–	﹤0.01%	378
2024 Q1	$5.78K	Hold	21	–	–	﹤0.01%	373
2023 Q4	$5.07K	Sell	21 -7	-25%	-$1.62K	﹤0.01%	421
2023 Q3	$5.85K	Hold	28	–	–	﹤0.01%	410
2023 Q2	$6.59K	Hold	28	–	–	﹤0.01%	372
2023 Q1	$6.51K	Hold	28	–	–	﹤0.01%	377
2022 Q4	$6.85K	Buy	28 +7	+33%	+$1.6K	﹤0.01%	360
2022 Q3	$4K	Buy	+21	New	+$4.33K	﹤0.01%	416

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's WTW Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 21 shares — an estimated $7.25K sold.

Moisand Fitzgerald Tamayo first reported a position in WTW in Q3 2022 and held it in 13 quarters. The position peaked at $7.25K in Q3 2025. 746 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 21 Willis Towers Watson shares in Q4 2025, an estimated $7.25K.
Moisand Fitzgerald Tamayo first reported a position in Willis Towers Watson in Q3 2022 and held it in 13 quarters.
Moisand Fitzgerald Tamayo's Willis Towers Watson position peaked at $7.25K in Q3 2025.
746 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.