West Paces Advisors’s Willis Towers Watson WTW Stock Holding History

West Paces 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
2025 Q2	–	Sell	-4	Closed	-$1.35K	–	569
2025 Q1	$1.35K	Buy	+4	New	+$1.3K	﹤0.01%	470
2023 Q4	–	Sell	-15	Closed	-$3.13K	–	628
2023 Q3	$3.13K	Hold	15	–	–	﹤0.01%	410
2023 Q2	$3.53K	Hold	15	–	–	﹤0.01%	433
2023 Q1	$3.49K	Hold	15	–	–	﹤0.01%	444
2022 Q4	$3.67K	Hold	15	–	–	﹤0.01%	412
2022 Q3	$3.01K	Hold	15	–	–	﹤0.01%	416
2022 Q2	$2.96K	Hold	15	–	–	﹤0.01%	459
2022 Q1	$3.54K	Hold	15	–	–	﹤0.01%	444
2021 Q4	$3.56K	Hold	15	–	–	﹤0.01%	463
2021 Q3	$3.49K	Hold	15	–	–	﹤0.01%	454
2021 Q2	$3.45K	Hold	15	–	–	﹤0.01%	465
2021 Q1	$3.43K	Sell	15 -16	-52%	-$3.49K	﹤0.01%	401
2020 Q4	$6.53K	Hold	31	–	–	﹤0.01%	348
2020 Q3	$6.47K	Sell	31 -76	-71%	-$15.5K	﹤0.01%	338
2020 Q2	$21.1K	Hold	107	–	–	0.01%	245
2020 Q1	$18.2K	Buy	107 +76	+245%	+$14.9K	0.01%	250
2019 Q4	$6.26K	Hold	31	–	–	﹤0.01%	389
2019 Q3	$5.98K	Hold	31	–	–	﹤0.01%	371
2019 Q2	$5.94K	Hold	31	–	–	﹤0.01%	366
2019 Q1	$5.45K	Hold	31	–	–	﹤0.01%	375
2018 Q4	$4.71K	Hold	31	–	–	﹤0.01%	382
2018 Q3	$4.37K	Hold	31	–	–	﹤0.01%	396
2018 Q2	$4.7K	Buy	31 +16	+107%	+$2.44K	﹤0.01%	391
2018 Q1	$2.28K	Hold	15	–	–	﹤0.01%	414
2017 Q4	$2.26K	Hold	15	–	–	﹤0.01%	427
2017 Q3	$2.31K	Hold	15	–	–	﹤0.01%	430
2017 Q2	$2.18K	Hold	15	–	–	﹤0.01%	444
2017 Q1	$1.96K	Sell	15 -25	-63%	-$3.18K	﹤0.01%	444
2016 Q4	$4.89K	Buy	+40	New	+$4.99K	﹤0.01%	407

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Paces Advisors's WTW Position: Q2 2025 in Review

West Paces Advisors sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 4 shares — an estimated $1.35K sold.

West Paces Advisors first reported a position in WTW in Q4 2016 and held it in 29 quarters. The position peaked at $21.1K in Q2 2020. 722 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

West Paces Advisors reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 4 Willis Towers Watson shares in Q2 2025, an estimated $1.35K.
West Paces Advisors first reported a position in Willis Towers Watson in Q4 2016 and held it in 29 quarters.
West Paces Advisors's Willis Towers Watson position peaked at $21.1K in Q2 2020.
722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.