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Clearstead Trust’s Willis Towers Watson WTW Stock Holding History

Clearstead Trust’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
-31
Closed -$9.01K – 1028
2026
Q1 		$9.01K Buy
31
+4
+15% +$1.23K ﹤0.01% 610
2025
Q4 		$8.87K Sell
27
-8
-23% -$2.62K ﹤0.01% 620
2025
Q3 		$12.1K Buy
35
+23
+192% +$7.45K ﹤0.01% 548
2025
Q2 		$3.68K Sell
12
-25
-68% -$7.75K ﹤0.01% 814
2025
Q1 		$12.5K Buy
+37
New +$12.1K ﹤0.01% 427

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 Trust's WTW Position: Q2 2026 in Review

Clearstead Trust sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 31 shares — an estimated $9.01K sold.

Clearstead Trust first reported a position in WTW in Q1 2025 and held it in 5 quarters. The position peaked at $12.5K in Q1 2025. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Clearstead Trust reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 31 Willis Towers Watson shares in Q2 2026, an estimated $9.01K.
  • Clearstead Trust first reported a position in Willis Towers Watson in Q1 2025 and held it in 5 quarters.
  • Clearstead Trust's Willis Towers Watson position peaked at $12.5K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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