NA
WTW icon

NewEdge Advisors’s Willis Towers Watson WTW Stock Holding History

NewEdge 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
2026
Q1 		$1.83M Buy
6,299
+2,682
+74% +$823K 0.01% 1161
2025
Q4 		$1.19M Buy
3,617
+704
+24% +$230K ﹤0.01% 1380
2025
Q3 		$1.01M Buy
2,913
+374
+15% +$121K ﹤0.01% 1401
2025
Q2 		$778K Sell
2,539
-49
-2% -$15.2K ﹤0.01% 1426
2025
Q1 		$875K Buy
2,588
+182
+8% +$59.3K 0.01% 1258
2024
Q4 		$754K Buy
2,406
+1,416
+143% +$434K ﹤0.01% 1315
2024
Q3 		$292K Sell
990
-7
-0.7% -$1.96K ﹤0.01% 1821
2024
Q2 		$261K Buy
997
+37
+4% +$9.55K ﹤0.01% 1791
2024
Q1 		$264K Buy
960
+50
+5% +$13.2K ﹤0.01% 1702
2023
Q4 		$228K Buy
910
+905
+18,100% +$209K ﹤0.01% 1655
2023
Q3 		$1.04K Hold
5
– – ﹤0.01% 3167
2023
Q2 		$1.18K Sell
5
-53
-91% -$12.2K ﹤0.01% 3215
2023
Q1 		$13.5K Sell
58
-755
-93% -$183K ﹤0.01% 2481
2022
Q4 		$189K Buy
+813
New +$186K 0.01% 1204

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

NewEdge Advisors's WTW Position: Q1 2026 in Review

NewEdge Advisors increased its Willis Towers Watson (WTW) stake by 74% in Q1 2026, buying an estimated $823K and bringing the position to 6,299 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #1161.

NewEdge Advisors first reported a position in WTW in Q4 2022 and has held it in 14 quarters since. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • NewEdge Advisors held 6,299 shares of Willis Towers Watson worth $1.83M as of Q1 2026.
  • NewEdge Advisors bought 2,682 Willis Towers Watson shares in Q1 2026, an estimated $823K.
  • Willis Towers Watson made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1161 holding.
  • NewEdge Advisors first reported a position in Willis Towers Watson in Q4 2022 and has held it in 14 quarters since.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.