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Allworth Financial’s Willis Towers Watson WTW Stock Holding History

Allworth Financial’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 		$176K Sell
673
-269
-29% -$72K ﹤0.01% 1565
2026
Q1 		$274K Buy
942
+229
+32% +$70.3K ﹤0.01% 1226
2025
Q4 		$234K Buy
713
+87
+14% +$28.5K ﹤0.01% 1265
2025
Q3 		$216K Buy
626
+91
+17% +$29.5K ﹤0.01% 1261
2025
Q2 		$164K Buy
535
+97
+22% +$30.1K ﹤0.01% 1269
2025
Q1 		$134K Sell
438
-12
-3% -$3.91K ﹤0.01% 1096
2024
Q4 		$144K Buy
450
+83
+23% +$25.5K ﹤0.01% 1085
2024
Q3 		$108K Sell
367
-131
-26% -$36.6K ﹤0.01% 1051
2024
Q2 		$131K Buy
498
+73
+17% +$18.8K ﹤0.01% 966
2024
Q1 		$117K Buy
425
+119
+39% +$31.3K ﹤0.01% 960
2023
Q4 		$73.8K Sell
306
-11
-3% -$2.54K ﹤0.01% 1047
2023
Q3 		$66.2K Buy
317
+216
+214% +$46.1K ﹤0.01% 1026
2023
Q2 		$23.8K Hold
101
– – ﹤0.01% 1435
2023
Q1 		$23.5K Buy
101
+3
+3% +$725 ﹤0.01% 1368
2022
Q4 		$24K Hold
98
– – ﹤0.01% 1276
2022
Q3 		$20K Buy
98
+5
+5% +$1.03K ﹤0.01% 1299
2022
Q2 		$18K Sell
93
-26
-22% -$5.57K ﹤0.01% 1289
2022
Q1 		$28K Buy
119
+65
+120% +$14.9K ﹤0.01% 1118
2021
Q4 		$13K Hold
54
– – ﹤0.01% 1306
2021
Q3 		$13K Buy
+54
New +$12K ﹤0.01% 1203

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

Allworth Financial's WTW Position: Q2 2026 in Review

Allworth Financial reduced its Willis Towers Watson (WTW) stake by 29% in Q2 2026, selling an estimated $72K and leaving 673 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Allworth Financial first reported a position in WTW in Q3 2021 and has held it in 20 quarters since. The position peaked at $274K in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Allworth Financial held 673 shares of Willis Towers Watson worth $176K as of Q2 2026.
  • Allworth Financial sold 269 Willis Towers Watson shares in Q2 2026, an estimated $72K.
  • Willis Towers Watson made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1565 holding.
  • Allworth Financial first reported a position in Willis Towers Watson in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Willis Towers Watson position peaked at $274K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.