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Abound Wealth Management’s Willis Towers Watson WTW Stock Holding History

Abound Wealth Management’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
Q2 		$1.77K Sell
7
-24
-77% -$6.42K ﹤0.01% 758
2026
Q1 		$8.95K Buy
31
+5
+19% +$1.53K ﹤0.01% 576
2025
Q4 		$8.55K Hold
26
– – ﹤0.01% 535
2025
Q3 		$8.98K Hold
26
– – ﹤0.01% 514
2025
Q2 		$7.97K Hold
26
– – ﹤0.01% 483
2025
Q1 		$8.79K Sell
26
-5
-16% -$1.63K ﹤0.01% 426
2024
Q4 		$9.71K Sell
31
-5
-14% -$1.53K ﹤0.01% 391
2024
Q3 		$10.6K Buy
36
+12
+50% +$3.36K ﹤0.01% 402
2024
Q2 		$6.29K Hold
24
– – ﹤0.01% 449
2024
Q1 		$6.6K Sell
24
-1
-4% -$263 ﹤0.01% 454
2023
Q4 		$5.92K Sell
25
-1
-4% -$231 ﹤0.01% 468
2023
Q3 		$5.43K Sell
26
-1
-4% -$213 ﹤0.01% 445
2023
Q2 		$6.36K Buy
27
+5
+23% +$1.15K ﹤0.01% 434
2023
Q1 		$5.12K Buy
22
+9
+69% +$2.18K ﹤0.01% 401
2022
Q4 		$3.18K Buy
13
+7
+117% +$1.6K ﹤0.01% 440
2022
Q3 		$1.21K Buy
+6
New +$1.24K ﹤0.01% 578

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's WTW Position: Q2 2026 in Review

Abound Wealth Management reduced its Willis Towers Watson (WTW) stake by 77% in Q2 2026, selling an estimated $6.42K and leaving 7 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Abound Wealth Management first reported a position in WTW in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.6K in Q3 2024. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Abound Wealth Management held 7 shares of Willis Towers Watson worth $1.77K as of Q2 2026.
  • Abound Wealth Management sold 24 Willis Towers Watson shares in Q2 2026, an estimated $6.42K.
  • Willis Towers Watson made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #758 holding.
  • Abound Wealth Management first reported a position in Willis Towers Watson in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Willis Towers Watson position peaked at $10.6K in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.