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

Aventura 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 		$1.31K Hold
5
– – ﹤0.01% 867
2026
Q1 		$1.45K Hold
5
– – ﹤0.01% 769
2025
Q4 		$1.64K Hold
5
– – ﹤0.01% 705
2025
Q3 		$1.73K Hold
5
– – ﹤0.01% 692
2025
Q2 		$1.53K Buy
+5
New +$1.55K ﹤0.01% 653

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 $3.38T AUM 44.17% 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

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

Aventura Private Wealth held its Willis Towers Watson (WTW) position steady in Q2 2026 at 5 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Aventura Private Wealth first reported a position in WTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.73K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Aventura Private Wealth held 5 shares of Willis Towers Watson worth $1.31K as of Q2 2026.
  • Aventura Private Wealth left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #867 holding.
  • Aventura Private Wealth first reported a position in Willis Towers Watson in Q2 2025 and has held it in 5 quarters since.
  • Aventura Private Wealth's Willis Towers Watson position peaked at $1.73K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.