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

Activest 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	$261	Sell	1 -11	-92%	-$2.94K	﹤0.01%	1139
2026 Q1	$3.49K	Sell	12 -5	-29%	-$1.53K	﹤0.01%	882
2025 Q4	$5.59K	Sell	17 -3	-15%	-$982	﹤0.01%	753
2025 Q3	$6.91K	Buy	20 +17	+567%	+$5.51K	﹤0.01%	586
2025 Q2	$920	Sell	3 -6	-67%	-$1.86K	﹤0.01%	782
2025 Q1	$3.04K	Buy	9 +8	+800%	+$2.61K	﹤0.01%	577
2024 Q4	$313	Buy	+1	New	+$307	﹤0.01%	586

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

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

Activest Wealth Management reduced its Willis Towers Watson (WTW) stake by 92% in Q2 2026, selling an estimated $2.94K and leaving 1 share worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Activest Wealth Management first reported a position in WTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.91K in Q3 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Activest Wealth Management held 1 share of Willis Towers Watson worth $261 as of Q2 2026.
Activest Wealth Management sold 11 Willis Towers Watson shares in Q2 2026, an estimated $2.94K.
Willis Towers Watson made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1139 holding.
Activest Wealth Management first reported a position in Willis Towers Watson in Q4 2024 and has held it in 7 quarters since.
Activest Wealth Management's Willis Towers Watson position peaked at $6.91K in Q3 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.