NewEdge Advisors
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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
Q3 		$329K Sell
1,141
-2,664
-70% -$842K ﹤0.01% 2479
2026
Q2 		$994K Sell
3,805
-2,494
-40% -$667K ﹤0.01% 1667
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% +$9.6K ﹤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% 1654
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

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

NewEdge Advisors's WTW Position: Q3 2026 in Review

NewEdge Advisors reduced its Willis Towers Watson (WTW) stake by 70% in Q3 2026, selling an estimated $842K and leaving 1,141 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

NewEdge Advisors first reported a position in WTW in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.83M in Q1 2026. 606 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • NewEdge Advisors held 1,141 shares of Willis Towers Watson worth $329K as of Q3 2026.
  • NewEdge Advisors sold 2,664 Willis Towers Watson shares in Q3 2026, an estimated $842K.
  • Willis Towers Watson made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2479 holding.
  • NewEdge Advisors first reported a position in Willis Towers Watson in Q4 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's Willis Towers Watson position peaked at $1.83M in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.