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Accretive Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Accretive Wealth Partners’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 		$1.8M Buy
6,902
+163
+2% +$43.6K 0.44% 58
2026
Q1 		$1.96M Buy
6,739
+37
+0.6% +$11.4K 0.55% 51
2025
Q4 		$2.2M Buy
6,702
+24
+0.4% +$7.86K 0.65% 44
2025
Q3 		$2.31M Buy
6,678
+97
+1% +$31.4K 0.7% 44
2025
Q2 		$2.02M Buy
6,581
+79
+1% +$24.5K 0.66% 51
2025
Q1 		$2M Buy
6,502
+536
+9% +$175K 0.71% 46
2024
Q4 		$1.87M Sell
5,966
-48
-0.8% -$14.7K 0.79% 41
2024
Q3 		$1.77M Sell
6,014
-136
-2% -$38K 0.74% 44
2024
Q2 		$1.61M Buy
6,150
+48
+0.8% +$12.4K 0.67% 45
2024
Q1 		$1.54M Buy
6,102
+22
+0.4% +$5.79K 0.68% 48
2023
Q4 		$1.47M Buy
6,080
+17
+0.3% +$3.93K 0.7% 48
2023
Q3 		$1.27M Buy
6,063
+157
+3% +$33.5K 0.76% 42
2023
Q2 		$1.39M Buy
5,906
+139
+2% +$32K 0.82% 37
2023
Q1 		$1.34M Buy
5,767
+72
+1% +$17.4K 0.86% 35
2022
Q4 		$1.39M Buy
5,695
+104
+2% +$23.8K 0.96% 34
2022
Q3 		$1.12M Buy
5,591
+21
+0.4% +$4.33K 0.86% 38
2022
Q2 		$1.1M Buy
5,570
+213
+4% +$45.7K 0.8% 44
2022
Q1 		$1.26M Buy
5,357
+196
+4% +$44.9K 0.79% 42
2021
Q4 		$1.23M Buy
5,161
+222
+4% +$52.5K 0.78% 44
2021
Q3 		$1.15M Buy
+4,939
New +$1.1M 0.81% 47

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

Accretive Wealth Partners's WTW Position: Q2 2026 in Review

Accretive Wealth Partners increased its Willis Towers Watson (WTW) stake by 2.4% in Q2 2026, buying an estimated $43.6K and bringing the position to 6,902 shares worth $1.8M. The position accounts for 0.44% of the portfolio, ranked #58.

Accretive Wealth Partners first reported a position in WTW in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.31M in Q3 2025. 690 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Accretive Wealth Partners held 6,902 shares of Willis Towers Watson worth $1.8M as of Q2 2026.
  • Accretive Wealth Partners bought 163 Willis Towers Watson shares in Q2 2026, an estimated $43.6K.
  • Willis Towers Watson made up 0.44% of Accretive Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Accretive Wealth Partners first reported a position in Willis Towers Watson in Q3 2021 and has held it in 20 quarters since.
  • Accretive Wealth Partners's Willis Towers Watson position peaked at $2.31M in Q3 2025.
  • 690 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.