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Proficio Capital Partners’s Willis Towers Watson WTW Stock Holding History

Proficio Capital 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 		$330K Sell
1,134
-3
-0.3% -$920 0.02% 202
2025
Q4 		$374K Sell
1,137
-1
-0.1% -$327 0.03% 182
2025
Q3 		$393K Sell
1,138
-403
-26% -$131K 0.03% 146
2025
Q2 		$472K Buy
1,541
+55
+4% +$17.1K 0.03% 257
2025
Q1 		$502K Buy
1,486
+23
+2% +$7.5K 0.04% 212
2024
Q4 		$458K Buy
1,463
+118
+9% +$36.2K 0.04% 207
2024
Q3 		$396K Sell
1,345
-81
-6% -$22.7K 0.04% 179
2024
Q2 		$374K Buy
1,426
+13
+0.9% +$3.36K 0.04% 211
2024
Q1 		$389K Buy
1,413
+14
+1% +$3.68K 0.04% 207
2023
Q4 		$338K Buy
1,399
+22
+2% +$5.09K 0.04% 201
2023
Q3 		$288K Sell
1,377
-1,134
-45% -$242K 0.04% 222
2023
Q2 		$591K Sell
2,511
-574
-19% -$132K 0.08% 137
2023
Q1 		$717K Buy
+3,085
New +$746K 0.11% 113
2019
Q3 		– Sell
-66
Closed -$13K – 1566
2019
Q2 		$13K Buy
66
+58
+725% +$10.5K ﹤0.01% 856
2019
Q1 		$1K Buy
+8
New +$1.33K ﹤0.01% 1612
2018
Q4 		– Sell
-8
Closed -$1K – 1286
2018
Q3 		$1K Sell
8
-16
-67% -$2.42K ﹤0.01% 1209
2018
Q2 		$4K Buy
24
+5
+26% +$761 ﹤0.01% 1045
2018
Q1 		$3K Buy
19
+16
+533% +$2.51K ﹤0.01% 1102
2017
Q4 		$0 Hold
3
– – ﹤0.01% 1327
2017
Q3 		$0 Sell
3
-10
-77% -$1.49K ﹤0.01% 1333
2017
Q2 		$2K Sell
13
-4
-24% -$559 ﹤0.01% 1109
2017
Q1 		$2K Sell
17
-7
-29% -$890 ﹤0.01% 1159
2016
Q4 		$3K Buy
24
+6
+33% +$748 ﹤0.01% 861
2016
Q3 		$2K Buy
18
+8
+80% +$996 ﹤0.01% 892
2016
Q2 		$1K Sell
10
-31
-76% -$3.83K ﹤0.01% 959
2016
Q1 		$5K Buy
41
+26
+173% +$2.99K ﹤0.01% 537
2015
Q4 		$2K Buy
+15
New +$1.78K ﹤0.01% 702

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

Proficio Capital Partners's WTW Position: Q1 2026 in Review

Proficio Capital Partners reduced its Willis Towers Watson (WTW) stake by 0.26% in Q1 2026, selling an estimated $920 and leaving 1,134 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #202.

Proficio Capital Partners first reported a position in WTW in Q4 2015 and has held it in 27 quarters since. The position peaked at $717K in Q1 2023. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Proficio Capital Partners held 1,134 shares of Willis Towers Watson worth $330K as of Q1 2026.
  • Proficio Capital Partners sold 3 Willis Towers Watson shares in Q1 2026, an estimated $920.
  • Willis Towers Watson made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #202 holding.
  • Proficio Capital Partners first reported a position in Willis Towers Watson in Q4 2015 and has held it in 27 quarters since.
  • Proficio Capital Partners's Willis Towers Watson position peaked at $717K in Q1 2023.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.