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Sound Income Strategies’s Willis Towers Watson WTW Stock Holding History

Sound Income Strategies’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
-7
Closed -$2.31K – 2717
2025
Q4 		$2.31K Buy
+7
New +$2.29K ﹤0.01% 2091
2024
Q1 		– Sell
-10
Closed -$2.41K – 1459
2023
Q4 		$2.41K Hold
10
– – ﹤0.01% 1024
2023
Q3 		$2.09K Buy
+10
New +$2.13K ﹤0.01% 897

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Sound Income Strategies's WTW Position: Q1 2026 in Review

Sound Income Strategies sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 7 shares — an estimated $2.31K sold.

Sound Income Strategies first reported a position in WTW in Q3 2023 and held it in 3 quarters. The position peaked at $2.41K in Q4 2023. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Sound Income Strategies reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 7 Willis Towers Watson shares in Q1 2026, an estimated $2.31K.
  • Sound Income Strategies first reported a position in Willis Towers Watson in Q3 2023 and held it in 3 quarters.
  • Sound Income Strategies's Willis Towers Watson position peaked at $2.41K in Q4 2023.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.