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

Valued 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 Q3	$868	Hold	3	–	–	﹤0.01%	780
2026 Q2	$787	Hold	3	–	–	﹤0.01%	808
2026 Q1	$875	Hold	3	–	–	﹤0.01%	636
2025 Q4	$989	Hold	3	–	–	﹤0.01%	472
2025 Q3	$1.04K	Hold	3	–	–	﹤0.01%	451
2025 Q2	$923	Hold	3	–	–	﹤0.01%	456
2025 Q1	$1.02K	Hold	3	–	–	﹤0.01%	487
2024 Q4	$943	Sell	3 -3	-50%	-$920	﹤0.01%	484
2024 Q3	$1.77K	Buy	6 +3	+100%	+$839	﹤0.01%	388
2024 Q2	$790	Hold	3	–	–	﹤0.01%	463
2024 Q1	$828	Hold	3	–	–	﹤0.01%	454
2023 Q4	$630	Buy	+3	New	+$694	﹤0.01%	416

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Valued Wealth Advisors's WTW Position: Q3 2026 in Review

Valued Wealth Advisors held its Willis Towers Watson (WTW) position steady in Q3 2026 at 3 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Valued Wealth Advisors first reported a position in WTW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.77K in Q3 2024. 528 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Valued Wealth Advisors held 3 shares of Willis Towers Watson worth $868 as of Q3 2026.
Valued Wealth Advisors left its Willis Towers Watson share count unchanged in Q3 2026.
Willis Towers Watson made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #780 holding.
Valued Wealth Advisors first reported a position in Willis Towers Watson in Q4 2023 and has held it in 12 quarters since.
Valued Wealth Advisors's Willis Towers Watson position peaked at $1.77K in Q3 2024.
528 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.