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Clearstead Advisors’s Willis Towers Watson WTW Stock Holding History

Clearstead 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 		$652K Buy
2,496
+113
+5% +$30.2K 0.01% 667
2026
Q1 		$693K Sell
2,383
-679
-22% -$208K 0.01% 632
2025
Q4 		$1.01M Buy
3,062
+183
+6% +$59.9K 0.01% 476
2025
Q3 		$995K Buy
2,879
+85
+3% +$27.5K 0.01% 465
2025
Q2 		$856K Buy
2,794
+202
+8% +$62.6K 0.01% 486
2025
Q1 		$876K Buy
2,592
+19
+0.7% +$6.19K 0.01% 446
2024
Q4 		$806K Sell
2,573
-6
-0.2% -$1.84K 0.01% 461
2024
Q3 		$760K Buy
2,579
+5
+0.2% +$1.4K 0.01% 479
2024
Q2 		$675K Buy
2,574
+2,263
+728% +$584K 0.01% 474
2024
Q1 		$78.9K Buy
311
+264
+562% +$69.4K ﹤0.01% 653
2023
Q4 		$11.3K Buy
+47
New +$10.9K ﹤0.01% 1034
2023
Q3 		– Sell
-2,341
Closed -$551K – 1528
2023
Q2 		$551K Sell
2,341
-12
-0.5% -$2.77K 0.03% 281
2023
Q1 		$547K Buy
2,353
+12
+0.5% +$2.9K 0.04% 245
2022
Q4 		$573K Hold
2,341
– – 0.04% 237
2022
Q3 		$470K Hold
2,341
– – 0.04% 234
2022
Q2 		$462K Hold
2,341
– – 0.04% 262
2022
Q1 		$553K Buy
+2,341
New +$536K 0.04% 255
2021
Q4 		– Sell
-112
Closed -$26K – 1446
2021
Q3 		$26K Buy
112
+105
+1,500% +$23.4K ﹤0.01% 738
2021
Q2 		$2K Buy
+7
New +$1.74K ﹤0.01% 1100

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

Clearstead Advisors's WTW Position: Q2 2026 in Review

Clearstead Advisors increased its Willis Towers Watson (WTW) stake by 4.7% in Q2 2026, buying an estimated $30.2K and bringing the position to 2,496 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #667.

Clearstead Advisors first reported a position in WTW in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Clearstead Advisors held 2,496 shares of Willis Towers Watson worth $652K as of Q2 2026.
  • Clearstead Advisors bought 113 Willis Towers Watson shares in Q2 2026, an estimated $30.2K.
  • Willis Towers Watson made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #667 holding.
  • Clearstead Advisors first reported a position in Willis Towers Watson in Q2 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Willis Towers Watson position peaked at $1.01M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.