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Westco Advisory Services’s Willis Towers Watson WTW Stock Holding History

Westco Advisory Services’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
-661
Closed -$217K – 113
2025
Q4 		$217K Buy
+661
New +$216K 0.13% 87

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State Street
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Vanguard Portfolio Management
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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

Westco Advisory Services's WTW Position: Q1 2026 in Review

Westco Advisory Services sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 661 shares — an estimated $217K sold.

Westco Advisory Services first reported a position in WTW in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Westco Advisory Services reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Westco Advisory Services sold 661 Willis Towers Watson shares in Q1 2026, an estimated $217K.
  • Westco Advisory Services first reported a position in Willis Towers Watson in Q4 2025 and held it in 1 quarter.
  • Westco Advisory Services's Willis Towers Watson position peaked at $217K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Westco Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.