SOA Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

SOA Wealth 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	-73	Closed	-$24K	–	895
2025 Q4	$24K	Sell	73 -10	-12%	-$3.27K	﹤0.01%	478
2025 Q3	$28.7K	Buy	83 +82	+8,200%	+$26.6K	﹤0.01%	458
2025 Q2	$307	Sell	1 -7	-88%	-$2.17K	﹤0.01%	806
2025 Q1	$2.7K	Hold	8	–	–	﹤0.01%	683
2024 Q4	$2.51K	Hold	8	–	–	﹤0.01%	668
2024 Q3	$2.36K	Hold	8	–	–	﹤0.01%	657
2024 Q2	$2.1K	Hold	8	–	–	﹤0.01%	670
2024 Q1	$2.2K	Hold	8	–	–	﹤0.01%	699
2023 Q4	$1.93K	Hold	8	–	–	﹤0.01%	703
2023 Q3	$1.67K	Hold	8	–	–	﹤0.01%	730
2023 Q2	$1.88K	Hold	8	–	–	﹤0.01%	732
2023 Q1	$1.86K	Hold	8	–	–	﹤0.01%	736
2022 Q4	$1.96K	Hold	8	–	–	﹤0.01%	741
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	804
2022 Q2	$1K	Sell	8 -65	-89%	-$13.9K	﹤0.01%	792
2022 Q1	$17K	Hold	73	–	–	﹤0.01%	498
2021 Q4	$17K	Hold	73	–	–	﹤0.01%	476
2021 Q3	$16K	Sell	73 -9	-11%	-$2K	﹤0.01%	495
2021 Q2	$18K	Buy	82 +49	+148%	+$12.2K	﹤0.01%	481
2021 Q1	$7K	Buy	33 +16	+94%	+$3.49K	﹤0.01%	585
2020 Q4	$3K	Buy	+17	New	+$3.5K	﹤0.01%	682

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

SOA Wealth Advisors's WTW Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 73 shares — an estimated $24K sold.

SOA Wealth Advisors first reported a position in WTW in Q4 2020 and held it in 21 quarters. The position peaked at $28.7K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

SOA Wealth Advisors reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 73 Willis Towers Watson shares in Q1 2026, an estimated $24K.
SOA Wealth Advisors first reported a position in Willis Towers Watson in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's Willis Towers Watson position peaked at $28.7K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.