PFS Partners’s Willis Towers Watson WTW Stock Holding History

PFS Partners’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	$116K	Hold	400	–	–	0.05%	119
2025 Q4	$131K	Hold	400	–	–	0.06%	103
2025 Q3	$138K	Hold	400	–	–	0.07%	95
2025 Q2	$123K	Hold	400	–	–	0.06%	94
2025 Q1	$135K	Hold	400	–	–	0.07%	83
2024 Q4	$125K	Sell	400 -57	-12%	-$17.5K	0.07%	90
2024 Q3	$135K	Hold	457	–	–	0.08%	81
2024 Q2	$120K	Hold	457	–	–	0.08%	77
2024 Q1	$126K	Hold	457	–	–	0.09%	75
2023 Q4	$110K	Hold	457	–	–	0.08%	83
2023 Q3	$95.5K	Hold	457	–	–	0.08%	68
2023 Q2	$108K	Hold	457	–	–	0.09%	68
2023 Q1	$106K	Hold	457	–	–	0.1%	61
2022 Q4	$112K	Hold	457	–	–	0.12%	55
2022 Q3	$91.8K	Hold	457	–	–	0.1%	61
2022 Q2	$90.2K	Hold	457	–	–	0.09%	63
2022 Q1	$108K	Hold	457	–	–	0.09%	64
2021 Q4	$109K	Buy	+457	New	+$108K	0.08%	68

Other funds holding WTW

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return