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Optimize Financial’s Willis Towers Watson WTW Stock Holding History

Optimize Financial’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
-1,384
Closed -$455K – 477
2025
Q4 		$455K Buy
1,384
+16
+1% +$5.24K 0.23% 171
2025
Q3 		$473K Buy
1,368
+250
+22% +$81K 0.25% 127
2025
Q2 		$343K Sell
1,118
-8
-0.7% -$2.48K 0.21% 149
2025
Q1 		$381K Sell
1,126
-23
-2% -$7.5K 0.28% 119
2024
Q4 		$360K Buy
+1,149
New +$352K 0.27% 110

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

Optimize Financial's WTW Position: Q1 2026 in Review

Optimize Financial sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1,384 shares — an estimated $455K sold.

Optimize Financial first reported a position in WTW in Q4 2024 and held it in 5 quarters. The position peaked at $473K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Optimize Financial reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,384 Willis Towers Watson shares in Q1 2026, an estimated $455K.
  • Optimize Financial first reported a position in Willis Towers Watson in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Willis Towers Watson position peaked at $473K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.