Allied Private Wealth’s Willis Towers Watson WTW Stock Holding History

Allied Private Wealth’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	$7.61K	Buy	+26	New	+$6.96K	﹤0.01%	566

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 $3.37T 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

Allied Private Wealth's WTW Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Willis Towers Watson (WTW) in Q2 2026: 26 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings.

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

Allied Private Wealth held 26 shares of Willis Towers Watson worth $7.61K as of Q2 2026.
Willis Towers Watson was a new Allied Private Wealth position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #566 holding.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.