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Cary Street Partners Investment Advisory’s Willis Towers Watson WTW Stock Holding History

Cary Street Partners Investment Advisory’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 		$189K Sell
725
-180
-20% -$48.2K 0.04% 388
2026
Q1 		$263K Sell
905
-136
-13% -$41.7K 0.07% 293
2025
Q4 		$342K Sell
1,041
-50
-5% -$16.4K 0.09% 219
2025
Q3 		$377K Buy
1,091
+272
+33% +$88.1K 0.16% 145
2025
Q2 		$251K Buy
819
+29
+4% +$8.99K 0.12% 185
2025
Q1 		$267K Buy
790
+634
+406% +$207K 0.15% 165
2024
Q4 		$48.9K Sell
156
-10,099
-98% -$3.1M 0.03% 320
2024
Q3 		$3.02M Sell
10,255
-821
-7% -$230K 0.11% 200
2024
Q2 		$2.9M Buy
11,076
+1,464
+15% +$378K 0.12% 191
2024
Q1 		$2.64M Buy
9,612
+493
+5% +$130K 0.11% 200
2023
Q4 		$2.2M Sell
9,119
-214
-2% -$49.5K 0.1% 215
2023
Q3 		$1.95M Buy
9,333
+7,952
+576% +$1.7M 0.1% 214
2023
Q2 		$325K Hold
1,381
– – 0.02% 422
2023
Q1 		$321K Hold
1,381
– – 0.02% 396
2022
Q4 		$338K Sell
1,381
-180
-12% -$41.1K 0.02% 384
2022
Q3 		$314K Buy
1,561
+180
+13% +$37.1K 0.03% 384
2022
Q2 		$273K Sell
1,381
-205
-13% -$43.9K 0.02% 372
2022
Q1 		$376K Buy
1,586
+205
+15% +$46.9K 0.1% 176
2021
Q4 		$328K Hold
1,381
– – 0.09% 196
2021
Q3 		$321K Buy
1,381
+69
+5% +$15.4K 0.11% 181
2021
Q2 		$302K Buy
1,312
+1,172
+837% +$291K 0.1% 190
2021
Q1 		$32K Buy
+140
New +$30.5K 0.01% 284
2020
Q4 		– Sell
-2,628
Closed -$549K – 883
2020
Q3 		$549K Buy
+2,628
New +$537K 0.12% 172

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cary Street Partners Investment Advisory's WTW Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Willis Towers Watson (WTW) stake by 20% in Q2 2026, selling an estimated $48.2K and leaving 725 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #388.

Cary Street Partners Investment Advisory first reported a position in WTW in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.02M in Q3 2024. 518 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Cary Street Partners Investment Advisory held 725 shares of Willis Towers Watson worth $189K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 180 Willis Towers Watson shares in Q2 2026, an estimated $48.2K.
  • Willis Towers Watson made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #388 holding.
  • Cary Street Partners Investment Advisory first reported a position in Willis Towers Watson in Q3 2020 and has held it in 23 quarters since.
  • Cary Street Partners Investment Advisory's Willis Towers Watson position peaked at $3.02M in Q3 2024.
  • 518 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.