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Prestige Wealth Management Group’s Willis Towers Watson WTW Stock Holding History

Prestige Wealth Management Group’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 		$875 Hold
3
– – ﹤0.01% 883
2025
Q4 		$989 Hold
3
– – ﹤0.01% 875
2025
Q3 		$1.04K Hold
3
– – ﹤0.01% 843
2025
Q2 		$923 Hold
3
– – ﹤0.01% 861
2025
Q1 		$1.02K Hold
3
– – ﹤0.01% 851
2024
Q4 		$943 Hold
3
– – ﹤0.01% 889
2024
Q3 		$887 Hold
3
– – ﹤0.01% 894
2024
Q2 		$790 Sell
3
-11
-79% -$2.84K ﹤0.01% 857
2024
Q1 		$3.86K Sell
14
-23
-62% -$6.05K ﹤0.01% 628
2023
Q4 		$8.96K Buy
37
+5
+16% +$1.16K ﹤0.01% 469
2023
Q3 		$6.71K Buy
32
+6
+23% +$1.28K ﹤0.01% 515
2023
Q2 		$6.15K Sell
26
-2
-7% -$461 ﹤0.01% 545
2023
Q1 		$6.53K Sell
28
-8
-22% -$1.93K ﹤0.01% 517
2022
Q4 		$8.83K Sell
36
-3
-8% -$685 ﹤0.01% 484
2022
Q3 		$8K Buy
39
+6
+18% +$1.24K ﹤0.01% 470
2022
Q2 		$7K Sell
33
-6
-15% -$1.29K ﹤0.01% 513
2022
Q1 		$9K Buy
39
+14
+56% +$3.21K ﹤0.01% 499
2021
Q4 		$6K Hold
25
– – ﹤0.01% 610
2021
Q3 		$6K Hold
25
– – ﹤0.01% 613
2021
Q2 		$6K Hold
25
– – ﹤0.01% 600
2021
Q1 		$6K Hold
25
– – ﹤0.01% 594
2020
Q4 		$5K Sell
25
-70
-74% -$14.4K ﹤0.01% 603
2020
Q3 		$20K Buy
95
+40
+73% +$8.17K 0.01% 355
2020
Q2 		$11K Sell
55
-16
-23% -$3.06K ﹤0.01% 420
2020
Q1 		$12K Buy
+71
New +$14K 0.01% 358
2019
Q1 		– Sell
-11
Closed -$2K – 1156
2018
Q4 		$2K Buy
+11
New +$1.65K ﹤0.01% 896

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

Prestige Wealth Management Group's WTW Position: Q1 2026 in Review

Prestige Wealth Management Group held its Willis Towers Watson (WTW) position steady in Q1 2026 at 3 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Prestige Wealth Management Group first reported a position in WTW in Q4 2018 and has held it in 26 quarters since. The position peaked at $20K in Q3 2020. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Prestige Wealth Management Group held 3 shares of Willis Towers Watson worth $875 as of Q1 2026.
  • Prestige Wealth Management Group left its Willis Towers Watson share count unchanged in Q1 2026.
  • Willis Towers Watson made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #883 holding.
  • Prestige Wealth Management Group first reported a position in Willis Towers Watson in Q4 2018 and has held it in 26 quarters since.
  • Prestige Wealth Management Group's Willis Towers Watson position peaked at $20K in Q3 2020.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.