PUREfi Wealth’s Willis Towers Watson WTW Stock Holding History

PUREfi Wealth’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
2025 Q4	–	Sell	-642	Closed	-$222K	–	185
2025 Q3	$222K	Buy	+642	New	+$208K	0.17%	157

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PUREfi Wealth's WTW Position: Q4 2025 in Review

PUREfi Wealth sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 642 shares — an estimated $222K sold.

PUREfi Wealth first reported a position in WTW in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

PUREfi Wealth reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
PUREfi Wealth sold 642 Willis Towers Watson shares in Q4 2025, an estimated $222K.
PUREfi Wealth first reported a position in Willis Towers Watson in Q3 2025 and held it in 1 quarter.
PUREfi Wealth's Willis Towers Watson position peaked at $222K in Q3 2025.
749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on PUREfi Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.