QWM
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Quaker Wealth Management’s Willis Towers Watson WTW Stock Holding History

Quaker 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
2025
Q2 		– Sell
-2
Closed -$676 – 1742
2025
Q1 		$676 Buy
+2
New +$652 ﹤0.01% 567

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

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

Quaker Wealth Management increased its Willis Towers Watson (WTW) stake by 100% in Q1 2026, buying an estimated $307 and bringing the position to 2 shares worth $582. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Quaker Wealth Management first reported a position in WTW in Q2 2025 and has held it in 4 quarters since. The position peaked at $613 in Q2 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Quaker Wealth Management held 2 shares of Willis Towers Watson worth $582 as of Q1 2026.
  • Quaker Wealth Management bought 1 Willis Towers Watson share in Q1 2026, an estimated $307.
  • Willis Towers Watson made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #668 holding.
  • Quaker Wealth Management first reported a position in Willis Towers Watson in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Willis Towers Watson position peaked at $613 in Q2 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.