United Capital Financial Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252K | Buy |
868
+136
| +19% | +$41.7K | ﹤0.01% | 1445 |
|
|
2025
Q4 | $240K | Sell |
732
-44
| -6% | -$14.4K | ﹤0.01% | 1258 |
|
|
2025
Q3 | $268K | Buy |
776
+19
| +3% | +$6.15K | ﹤0.01% | 1052 |
|
|
2025
Q2 | $232K | Sell |
757
-16
| -2% | -$4.96K | ﹤0.01% | 1006 |
|
|
2025
Q1 | $261K | Sell |
773
-11
| -1% | -$3.58K | ﹤0.01% | 931 |
|
|
2024
Q4 | $246K | Sell |
784
-440
| -36% | -$135K | ﹤0.01% | 955 |
|
|
2024
Q3 | $360K | Buy |
1,224
+94
| +8% | +$26.3K | ﹤0.01% | 819 |
|
|
2024
Q2 | $296K | Buy |
1,130
+107
| +10% | +$27.6K | ﹤0.01% | 857 |
|
|
2024
Q1 | $281K | Buy |
+1,023
| New | +$269K | ﹤0.01% | 900 |
|
|
2022
Q2 | – | Sell |
-1,302
| Closed | -$308K | – | 1202 |
|
|
2022
Q1 | $308K | Buy |
1,302
+8
| +0.6% | +$1.83K | ﹤0.01% | 980 |
|
|
2021
Q4 | $307K | Sell |
1,294
-11
| -0.8% | -$2.6K | ﹤0.01% | 1015 |
|
|
2021
Q3 | $303K | Sell |
1,305
-137
| -10% | -$30.5K | ﹤0.01% | 1006 |
|
|
2021
Q2 | $332K | Sell |
1,442
-38
| -3% | -$9.45K | ﹤0.01% | 993 |
|
|
2021
Q1 | $339K | Buy |
1,480
+35
| +2% | +$7.63K | ﹤0.01% | 955 |
|
|
2020
Q4 | $304K | Sell |
1,445
-86
| -6% | -$17.7K | ﹤0.01% | 998 |
|
|
2020
Q3 | $320K | Buy |
1,531
+13
| +0.9% | +$2.65K | ﹤0.01% | 942 |
|
|
2020
Q2 | $299K | Sell |
1,518
-50
| -3% | -$9.57K | ﹤0.01% | 1005 |
|
|
2020
Q1 | $266K | Sell |
1,568
-262
| -14% | -$51.5K | ﹤0.01% | 1001 |
|
|
2019
Q4 | $370K | Buy |
1,830
+282
| +18% | +$54K | ﹤0.01% | 1070 |
|
|
2019
Q3 | $299K | Sell |
1,548
-278
| -15% | -$54.3K | ﹤0.01% | 1075 |
|
|
2019
Q2 | $350K | Buy |
1,826
+62
| +4% | +$11.2K | ﹤0.01% | 1153 |
|
|
2019
Q1 | $310K | Buy |
1,764
+1
| +0.1% | +$166 | ﹤0.01% | 1116 |
|
|
2018
Q4 | $268K | Buy |
1,763
+35
| +2% | +$5.24K | ﹤0.01% | 1104 |
|
|
2018
Q3 | $244K | Buy |
1,728
+173
| +11% | +$26.2K | ﹤0.01% | 1192 |
|
|
2018
Q2 | $236K | Sell |
1,555
-32
| -2% | -$4.87K | ﹤0.01% | 1179 |
|
|
2018
Q1 | $242K | Sell |
1,587
-190
| -11% | -$29.8K | ﹤0.01% | 1174 |
|
|
2017
Q4 | $268K | Sell |
1,777
-12
| -0.7% | -$1.9K | ﹤0.01% | 1152 |
|
|
2017
Q3 | $276K | Sell |
1,789
-456
| -20% | -$68.1K | ﹤0.01% | 1141 |
|
|
2017
Q2 | $327K | Buy |
2,245
+11
| +0.5% | +$1.54K | ﹤0.01% | 1047 |
|
|
2017
Q1 | $292K | Sell |
2,234
-54
| -2% | -$6.87K | ﹤0.01% | 1054 |
|
|
2016
Q4 | $280K | Buy |
2,288
+26
| +1% | +$3.24K | ﹤0.01% | 1077 |
|
|
2016
Q3 | $300K | Buy |
2,262
+101
| +5% | +$12.6K | ﹤0.01% | 1076 |
|
|
2016
Q2 | $268K | Sell |
2,161
-34
| -2% | -$4.2K | ﹤0.01% | 1070 |
|
|
2016
Q1 | $260K | Buy |
+2,195
| New | +$253K | ﹤0.01% | 1042 |
|
|
2014
Q3 | – | Sell |
-10,593
| Closed | -$1.22M | – | 1128 |
|
|
2014
Q2 | $1.22M | Buy |
10,593
+993
| +10% | +$112K | 0.02% | 520 |
|
|
2014
Q1 | $1.12M | Buy |
+9,600
| New | +$1.09M | 0.02% | 457 |
|
Other funds holding WTW
VCM
VPM
United Capital Financial Advisors's WTW Position: Q1 2026 in Review
United Capital Financial Advisors increased its Willis Towers Watson (WTW) stake by 19% in Q1 2026, buying an estimated $41.7K and bringing the position to 868 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.
United Capital Financial Advisors first reported a position in WTW in Q1 2014 and has held it in 36 quarters since. The position peaked at $1.22M in Q2 2014. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.
- United Capital Financial Advisors held 868 shares of Willis Towers Watson worth $252K as of Q1 2026.
- United Capital Financial Advisors bought 136 Willis Towers Watson shares in Q1 2026, an estimated $41.7K.
- Willis Towers Watson made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1445 holding.
- United Capital Financial Advisors first reported a position in Willis Towers Watson in Q1 2014 and has held it in 36 quarters since.
- United Capital Financial Advisors's Willis Towers Watson position peaked at $1.22M in Q2 2014.
- 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.