Clark Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Clark Wealth Partners’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	–	Sell	-8	Closed	-$2.33K	–	646
2026 Q1	$2.33K	Buy	8 +2	+33%	+$614	﹤0.01%	433
2025 Q4	$1.97K	Hold	6	–	–	﹤0.01%	432
2025 Q3	$1.97K	Hold	6	–	–	﹤0.01%	432
2025 Q2	$1.84K	Hold	6	–	–	﹤0.01%	391
2025 Q1	$2.03K	Hold	6	–	–	﹤0.01%	371
2024 Q4	$1.88K	Buy	+6	New	+$1.84K	﹤0.01%	365

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 $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clark Wealth Partners's WTW Position: Q2 2026 in Review

Clark Wealth Partners sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 8 shares — an estimated $2.33K sold.

Clark Wealth Partners first reported a position in WTW in Q4 2024 and held it in 6 quarters. The position peaked at $2.33K in Q1 2026. 655 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Clark Wealth Partners reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Clark Wealth Partners sold 8 Willis Towers Watson shares in Q2 2026, an estimated $2.33K.
Clark Wealth Partners first reported a position in Willis Towers Watson in Q4 2024 and held it in 6 quarters.
Clark Wealth Partners's Willis Towers Watson position peaked at $2.33K in Q1 2026.
655 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.