Quadcap Wealth Management’s Willis Towers Watson WTW Stock Holding History

Quadcap Wealth Management’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	-636	Closed	-$209K	–	425
2025 Q4	$209K	Sell	636 -31	-5%	-$10.1K	0.02%	372
2025 Q3	$230K	Sell	667 -80	-11%	-$25.9K	0.03%	361
2025 Q2	$229K	Buy	747 +34	+5%	+$10.5K	0.03%	354
2025 Q1	$241K	Sell	713 -52	-7%	-$16.9K	0.03%	337
2024 Q4	$240K	Sell	765 -27	-3%	-$8.28K	0.04%	337
2024 Q3	$233K	Sell	792 -518	-40%	-$145K	0.04%	341
2024 Q2	$343K	Buy	+1,310	New	+$338K	0.06%	289

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Quadcap Wealth Management's WTW Position: Q1 2026 in Review

Quadcap Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 636 shares — an estimated $209K sold.

Quadcap Wealth Management first reported a position in WTW in Q2 2024 and held it in 7 quarters. The position peaked at $343K in Q2 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Quadcap Wealth Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Quadcap Wealth Management sold 636 Willis Towers Watson shares in Q1 2026, an estimated $209K.
Quadcap Wealth Management first reported a position in Willis Towers Watson in Q2 2024 and held it in 7 quarters.
Quadcap Wealth Management's Willis Towers Watson position peaked at $343K in Q2 2024.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.