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Sage Mountain Advisors’s Willis Towers Watson WTW Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-1,281
Closed -$421K – 568
2025
Q4 		$421K Sell
1,281
-135
-10% -$44.2K 0.02% 309
2025
Q3 		$489K Buy
1,416
+541
+62% +$175K 0.03% 280
2025
Q2 		$268K Sell
875
-136
-13% -$42.2K 0.02% 355
2025
Q1 		$342K Buy
1,011
+106
+12% +$34.5K 0.03% 273
2024
Q4 		$283K Buy
905
+189
+26% +$58K 0.02% 304
2024
Q3 		$211K Buy
+716
New +$200K 0.02% 375

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

Sage Mountain Advisors's WTW Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1,281 shares — an estimated $421K sold.

Sage Mountain Advisors first reported a position in WTW in Q3 2024 and held it in 6 quarters. The position peaked at $489K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,281 Willis Towers Watson shares in Q1 2026, an estimated $421K.
  • Sage Mountain Advisors first reported a position in Willis Towers Watson in Q3 2024 and held it in 6 quarters.
  • Sage Mountain Advisors's Willis Towers Watson position peaked at $489K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.