Bogart Wealth LLC’s Willis Towers Watson WTW Stock Holding History

Bogart Wealth LLC’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	$3.92K	Buy	15 +11	+275%	+$2.94K	﹤0.01%	1276
2026 Q1	$1.16K	Hold	4	–	–	﹤0.01%	1407
2025 Q4	$1.31K	Sell	4 -3	-43%	-$982	﹤0.01%	1257
2025 Q3	$2.42K	Buy	+7	New	+$2.27K	﹤0.01%	1120
2024 Q1	–	Sell	-150	Closed	-$36.2K	–	1118
2023 Q4	$36.2K	Hold	150	–	–	﹤0.01%	422
2023 Q3	$31.3K	Sell	150 -14	-9%	-$2.99K	﹤0.01%	410
2023 Q2	$38.6K	Hold	164	–	–	﹤0.01%	371
2023 Q1	$38.1K	Buy	164 +11	+7%	+$2.66K	﹤0.01%	360
2022 Q4	$37.4K	Buy	153 +3	+2%	+$685	﹤0.01%	341
2022 Q3	$30K	Hold	150	–	–	﹤0.01%	376
2022 Q2	$30K	Buy	+150	New	+$32.2K	﹤0.01%	367

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's WTW Position: Q2 2026 in Review

Bogart Wealth LLC increased its Willis Towers Watson (WTW) stake by 275% in Q2 2026, buying an estimated $2.94K and bringing the position to 15 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Bogart Wealth LLC first reported a position in WTW in Q2 2022 and has held it in 11 quarters since. The position peaked at $38.6K in Q2 2023. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Bogart Wealth LLC held 15 shares of Willis Towers Watson worth $3.92K as of Q2 2026.
Bogart Wealth LLC bought 11 Willis Towers Watson shares in Q2 2026, an estimated $2.94K.
Willis Towers Watson made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1276 holding.
Bogart Wealth LLC first reported a position in Willis Towers Watson in Q2 2022 and has held it in 11 quarters since.
Bogart Wealth LLC's Willis Towers Watson position peaked at $38.6K in Q2 2023.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.