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Bartlett & Co Wealth Management’s Willis Towers Watson WTW Stock Holding History

Bartlett & Co 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 		$7.34K Buy
28
+26
+1,300% +$6.96K ﹤0.01% 1037
2026
Q1 		$520 Sell
2
-74
-97% -$22.7K ﹤0.01% 1171
2025
Q4 		$25K Buy
76
+60
+375% +$19.6K ﹤0.01% 782
2025
Q3 		$5.54K Sell
16
-35
-69% -$11.3K ﹤0.01% 993
2025
Q2 		$15.7K Buy
51
+1
+2% +$310 ﹤0.01% 855
2025
Q1 		$16.9K Hold
50
– – ﹤0.01% 838
2024
Q4 		$15.7K Hold
50
– – ﹤0.01% 846
2024
Q3 		$14.8K Buy
+50
New +$14K ﹤0.01% 863
2023
Q3 		– Sell
-9
Closed -$2.13K – 1208
2023
Q2 		$2.13K Hold
9
– – ﹤0.01% 1059
2023
Q1 		$2.1K Hold
9
– – ﹤0.01% 978
2022
Q4 		$2.21K Hold
9
– – ﹤0.01% 1008
2022
Q3 		$1.82K Hold
9
– – ﹤0.01% 1061
2022
Q2 		$1.78K Buy
+9
New +$1.93K ﹤0.01% 1193
2021
Q4 		– Sell
-17
Closed -$3.96K – 900
2021
Q3 		$3.96K Buy
+17
New +$3.78K ﹤0.01% 793

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

Bartlett & Co Wealth Management's WTW Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Willis Towers Watson (WTW) stake by 1,300% in Q2 2026, buying an estimated $6.96K and bringing the position to 28 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Bartlett & Co Wealth Management first reported a position in WTW in Q3 2021 and has held it in 14 quarters since. The position peaked at $25K in Q4 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Bartlett & Co Wealth Management held 28 shares of Willis Towers Watson worth $7.34K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 26 Willis Towers Watson shares in Q2 2026, an estimated $6.96K.
  • Willis Towers Watson made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1037 holding.
  • Bartlett & Co Wealth Management first reported a position in Willis Towers Watson in Q3 2021 and has held it in 14 quarters since.
  • Bartlett & Co Wealth Management's Willis Towers Watson position peaked at $25K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.