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MPWM Advisory Solutions’s Willis Towers Watson WTW Stock Holding History

MPWM Advisory Solutions’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
-6
Closed -$2.03K – 761
2025
Q1 		$2.03K Hold
6
– – ﹤0.01% 457
2024
Q4 		$1.88K Buy
+6
New +$1.84K ﹤0.01% 471

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State Street
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
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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

MPWM Advisory Solutions's WTW Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 6 shares — an estimated $2.03K sold.

MPWM Advisory Solutions first reported a position in WTW in Q4 2024 and held it in 2 quarters. The position peaked at $2.03K in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 6 Willis Towers Watson shares in Q2 2025, an estimated $2.03K.
  • MPWM Advisory Solutions first reported a position in Willis Towers Watson in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Willis Towers Watson position peaked at $2.03K in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.