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Basecamp Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Basecamp Wealth Advisors’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 		$4.71K Sell
18
-23
-56% -$6.15K ﹤0.01% 1193
2026
Q1 		$11.9K Buy
41
+14
+52% +$4.29K ﹤0.01% 971
2025
Q4 		$8.89K Buy
+27
New +$8.84K ﹤0.01% 998

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

Basecamp Wealth Advisors's WTW Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Willis Towers Watson (WTW) stake by 56% in Q2 2026, selling an estimated $6.15K and leaving 18 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Basecamp Wealth Advisors first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.9K in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Basecamp Wealth Advisors held 18 shares of Willis Towers Watson worth $4.71K as of Q2 2026.
  • Basecamp Wealth Advisors sold 23 Willis Towers Watson shares in Q2 2026, an estimated $6.15K.
  • Willis Towers Watson made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1193 holding.
  • Basecamp Wealth Advisors first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Willis Towers Watson position peaked at $11.9K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.