Action Point Financial Planning’s Willis Towers Watson WTW Stock Holding History

Action Point Financial Planning’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	$11.8K	Buy	+49	New	+$13.1K	﹤0.01%	1381

Other funds holding WTW

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Action Point Financial Planning's WTW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Willis Towers Watson (WTW) in Q2 2026: 49 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings.

686 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Action Point Financial Planning held 49 shares of Willis Towers Watson worth $11.8K as of Q2 2026.
Willis Towers Watson was a new Action Point Financial Planning position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1381 holding.
686 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.