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Stratos Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Stratos Wealth Partners’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 		$2.21M Sell
7,613
-187
-2% -$57.4K 0.03% 536
2025
Q4 		$2.56M Sell
7,800
-1,512
-16% -$495K 0.03% 488
2025
Q3 		$3.22M Buy
9,312
+1,534
+20% +$497K 0.04% 412
2025
Q2 		$2.38M Buy
7,778
+827
+12% +$256K 0.03% 449
2025
Q1 		$2.35M Sell
6,951
-147
-2% -$47.9K 0.04% 406
2024
Q4 		$2.22M Buy
7,098
+1,288
+22% +$395K 0.03% 448
2024
Q3 		$1.71M Sell
5,810
-149
-3% -$41.7K 0.02% 501
2024
Q2 		$1.56M Buy
5,959
+563
+10% +$145K 0.03% 509
2024
Q1 		$1.48M Buy
5,396
+259
+5% +$68.1K 0.02% 527
2023
Q4 		$1.24M Buy
5,137
+14
+0.3% +$3.24K 0.02% 548
2023
Q3 		$1.07M Buy
5,123
+681
+15% +$145K 0.02% 551
2023
Q2 		$1.05M Sell
4,442
-14
-0.3% -$3.23K 0.02% 516
2023
Q1 		$1.04M Sell
4,456
-175
-4% -$42.3K 0.03% 472
2022
Q4 		$1.13M Sell
4,631
-47
-1% -$10.7K 0.03% 477
2022
Q3 		$940K Buy
4,678
+251
+6% +$51.8K 0.03% 501
2022
Q2 		$874K Buy
4,427
+26
+0.6% +$5.57K 0.02% 548
2022
Q1 		$1.04M Sell
4,401
-5
-0.1% -$1.15K 0.02% 537
2021
Q4 		$1.05M Buy
4,406
+7
+0.2% +$1.66K 0.02% 548
2021
Q3 		$1.02M Buy
4,399
+6
+0.1% +$1.34K 0.03% 519
2021
Q2 		$1.01M Hold
4,393
– – 0.03% 543
2021
Q1 		$1M Buy
4,393
+8
+0.2% +$1.74K 0.03% 495
2020
Q4 		$924K Hold
4,385
– – 0.03% 469
2020
Q3 		$916K Hold
4,385
– – 0.03% 422
2020
Q2 		$864K Hold
4,385
– – 0.03% 411
2020
Q1 		$745K Buy
4,385
+15
+0.3% +$2.95K 0.03% 395
2019
Q4 		$882K Hold
4,370
– – 0.03% 422
2019
Q3 		$843K Buy
+4,370
New +$853K 0.04% 413

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

Stratos Wealth Partners's WTW Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Willis Towers Watson (WTW) stake by 2.4% in Q1 2026, selling an estimated $57.4K and leaving 7,613 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #536.

Stratos Wealth Partners first reported a position in WTW in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.22M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Stratos Wealth Partners held 7,613 shares of Willis Towers Watson worth $2.21M as of Q1 2026.
  • Stratos Wealth Partners sold 187 Willis Towers Watson shares in Q1 2026, an estimated $57.4K.
  • Willis Towers Watson made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #536 holding.
  • Stratos Wealth Partners first reported a position in Willis Towers Watson in Q3 2019 and has held it in 27 quarters since.
  • Stratos Wealth Partners's Willis Towers Watson position peaked at $3.22M in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.