NewEdge Wealth’s Willis Towers Watson WTW Stock Holding History

NewEdge Wealth’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	–	Sell	-903	Closed	-$297K	–	1291
2025 Q4	$297K	Buy	+903	New	+$296K	﹤0.01%	1027

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's WTW Position: Q1 2026 in Review

NewEdge Wealth sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 903 shares — an estimated $297K sold.

NewEdge Wealth first reported a position in WTW in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

NewEdge Wealth reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 903 Willis Towers Watson shares in Q1 2026, an estimated $297K.
NewEdge Wealth first reported a position in Willis Towers Watson in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Willis Towers Watson position peaked at $297K in Q4 2025.
723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

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