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Rise Advisors’s Willis Towers Watson WTW Stock Holding History

Rise Advisors’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
-60
Closed -$20.7K – 1449
2025
Q3 		$20.7K Buy
60
+4
+7% +$1.29K 0.01% 551
2025
Q2 		$17.1K Hold
56
– – 0.01% 630
2025
Q1 		$18.8K Sell
56
-5
-8% -$1.63K 0.01% 531
2024
Q4 		$19K Buy
61
+1
+2% +$307 0.01% 697
2024
Q3 		$17.8K Hold
60
– – 0.01% 765
2024
Q2 		$15.8K Hold
60
– – 0.01% 797
2024
Q1 		$16.5K Buy
+60
New +$15.8K 0.01% 793

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's WTW Position: Q4 2025 in Review

Rise Advisors sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 60 shares — an estimated $20.7K sold.

Rise Advisors first reported a position in WTW in Q1 2024 and held it in 7 quarters. The position peaked at $20.7K in Q3 2025. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Rise Advisors reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 60 Willis Towers Watson shares in Q4 2025, an estimated $20.7K.
  • Rise Advisors first reported a position in Willis Towers Watson in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Willis Towers Watson position peaked at $20.7K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.