Mount Yale Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Mount Yale Investment 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
2020 Q3	–	Sell	-3,300	Closed	-$3K	–	383
2020 Q2	$3K	Hold	3,300	–	–	﹤0.01%	331
2020 Q1	$65K	Hold	3,300	–	–	0.01%	285
2019 Q4	$666K	Sell	3,300 -3,400	-51%	-$652K	0.12%	156
2019 Q3	$7K	Hold	6,700	–	–	﹤0.01%	304
2019 Q2	$18K	Sell	6,700 -2,300	-26%	-$416K	﹤0.01%	305
2019 Q1	$1K	Buy	+9,000	New	+$1.49M	﹤0.01%	311
2018 Q3	–	Sell	-9,000	Closed	-$8K	–	1014
2018 Q2	$8K	Hold	9,000	–	–	﹤0.01%	883
2018 Q1	$27K	Buy	+9,000	New	+$1.41M	0.01%	724

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Mount Yale Investment Advisors's WTW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Willis Towers Watson (WTW) stake by 72% in Q1 2026, buying an estimated $178K and bringing the position to 1,384 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #785.

Mount Yale Investment Advisors first reported a position in WTW in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.6M in Q1 2019. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Mount Yale Investment Advisors held 1,384 shares of Willis Towers Watson worth $403K as of Q1 2026.
Mount Yale Investment Advisors bought 580 Willis Towers Watson shares in Q1 2026, an estimated $178K.
Willis Towers Watson made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #785 holding.
Mount Yale Investment Advisors first reported a position in Willis Towers Watson in Q1 2018 and has held it in 13 quarters since.
Mount Yale Investment Advisors's Willis Towers Watson position peaked at $1.6M in Q1 2019.
718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.