Oppenheimer Asset Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,316
| Closed | -$432K | – | 1187 |
|
|
2025
Q4 | $432K | Sell |
1,316
-3,126
| -70% | -$1.02M | 0.01% | 849 |
|
|
2025
Q3 | $1.53M | Sell |
4,442
-147
| -3% | -$47.6K | 0.02% | 645 |
|
|
2025
Q2 | $1.41M | Sell |
4,589
-352
| -7% | -$109K | 0.02% | 672 |
|
|
2025
Q1 | $1.67M | Buy |
4,941
+2,737
| +124% | +$892K | 0.02% | 570 |
|
|
2024
Q4 | $690K | Sell |
2,204
-97
| -4% | -$29.8K | 0.01% | 802 |
|
|
2024
Q3 | $678K | Sell |
2,301
-1,072
| -32% | -$300K | 0.01% | 810 |
|
|
2024
Q2 | $884K | Buy |
3,373
+62
| +2% | +$16K | 0.01% | 738 |
|
|
2024
Q1 | $911K | Sell |
3,311
-472
| -12% | -$124K | 0.01% | 706 |
|
|
2023
Q4 | $912K | Sell |
3,783
-341
| -8% | -$78.8K | 0.01% | 732 |
|
|
2023
Q3 | $862K | Buy |
4,124
+1,517
| +58% | +$324K | 0.01% | 728 |
|
|
2023
Q2 | $614K | Sell |
2,607
-1,350
| -34% | -$311K | 0.01% | 810 |
|
|
2023
Q1 | $920K | Sell |
3,957
-184
| -4% | -$44.5K | 0.01% | 706 |
|
|
2022
Q4 | $1.01M | Sell |
4,141
-197
| -5% | -$45K | 0.02% | 680 |
|
|
2022
Q3 | $872K | Buy |
4,338
+8
| +0.2% | +$1.65K | 0.02% | 693 |
|
|
2022
Q2 | $855K | Buy |
4,330
+41
| +1% | +$8.79K | 0.01% | 719 |
|
|
2022
Q1 | $1.01M | Sell |
4,289
-229
| -5% | -$52.4K | 0.01% | 738 |
|
|
2021
Q4 | $1.07M | Buy |
4,518
+5
| +0.1% | +$1.18K | 0.01% | 760 |
|
|
2021
Q3 | $1.05M | Buy |
4,513
+1,569
| +53% | +$349K | 0.01% | 730 |
|
|
2021
Q2 | $678K | Sell |
2,944
-2,038
| -41% | -$507K | 0.01% | 868 |
|
|
2021
Q1 | $1.14M | Sell |
4,982
-162
| -3% | -$35.3K | 0.02% | 680 |
|
|
2020
Q4 | $1.08M | Sell |
5,144
-292
| -5% | -$60.1K | 0.02% | 666 |
|
|
2020
Q3 | $1.14M | Sell |
5,436
-65
| -1% | -$13.3K | 0.02% | 579 |
|
|
2020
Q2 | $1.08M | Sell |
5,501
-1,204
| -18% | -$230K | 0.02% | 575 |
|
|
2020
Q1 | $1.14M | Buy |
6,705
+2,010
| +43% | +$395K | 0.03% | 507 |
|
|
2019
Q4 | $948K | Buy |
4,695
+52
| +1% | +$9.96K | 0.02% | 641 |
|
|
2019
Q3 | $896K | Sell |
4,643
-280
| -6% | -$54.7K | 0.02% | 646 |
|
|
2019
Q2 | $943K | Buy |
4,923
+535
| +12% | +$96.9K | 0.02% | 635 |
|
|
2019
Q1 | $771K | Sell |
4,388
-3,864
| -47% | -$641K | 0.02% | 681 |
|
|
2018
Q4 | $1.25M | Buy |
8,252
+914
| +12% | +$137K | 0.03% | 500 |
|
|
2018
Q3 | $1.03M | Buy |
7,338
+1,885
| +35% | +$285K | 0.02% | 609 |
|
|
2018
Q2 | $827K | Buy |
5,453
+275
| +5% | +$41.9K | 0.02% | 644 |
|
|
2018
Q1 | $788K | Sell |
5,178
-3,547
| -41% | -$557K | 0.02% | 658 |
|
|
2017
Q4 | $1.34M | Hold |
8,725
| – | – | 0.04% | 505 |
|
|
2017
Q3 | $1.34M | Buy |
8,725
+519
| +6% | +$77.5K | 0.03% | 507 |
|
|
2017
Q2 | $1.19M | Sell |
8,206
-9,637
| -54% | -$1.35M | 0.03% | 525 |
|
|
2017
Q1 | $2.34M | Buy |
+17,843
| New | +$2.27M | 0.07% | 316 |
|
Other funds holding WTW
VCM
VPM
Oppenheimer Asset Management's WTW Position: Q1 2026 in Review
Oppenheimer Asset Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1,316 shares — an estimated $432K sold.
Oppenheimer Asset Management first reported a position in WTW in Q1 2017 and held it in 36 quarters. The position peaked at $2.34M in Q1 2017. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.
- Oppenheimer Asset Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
- Oppenheimer Asset Management sold 1,316 Willis Towers Watson shares in Q1 2026, an estimated $432K.
- Oppenheimer Asset Management first reported a position in Willis Towers Watson in Q1 2017 and held it in 36 quarters.
- Oppenheimer Asset Management's Willis Towers Watson position peaked at $2.34M in Q1 2017.
- 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.
Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.