Alliance Wealth Advisors (Utah)’s Willis Towers Watson WTW Stock Holding History

Alliance Wealth Advisors (Utah)’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	–	Sell	-749	Closed	-$218K	–	264
2026 Q1	$218K	Buy	+749	New	+$230K	0.05%	223
2025 Q3	–	Sell	-1,113	Closed	-$341K	–	308
2025 Q2	$341K	Sell	1,113 -39	-3%	-$12.1K	0.08%	205
2025 Q1	$389K	Buy	1,152 +197	+21%	+$64.2K	0.1%	183
2024 Q4	$299K	Buy	+955	New	+$293K	0.08%	215

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 $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Alliance Wealth Advisors (Utah)'s WTW Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 749 shares — an estimated $218K sold.

Alliance Wealth Advisors (Utah) first reported a position in WTW in Q4 2024 and held it in 4 quarters. The position peaked at $389K in Q1 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Alliance Wealth Advisors (Utah) reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 749 Willis Towers Watson shares in Q2 2026, an estimated $218K.
Alliance Wealth Advisors (Utah) first reported a position in Willis Towers Watson in Q4 2024 and held it in 4 quarters.
Alliance Wealth Advisors (Utah)'s Willis Towers Watson position peaked at $389K in Q1 2025.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.