Corient Private Wealth
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Corient Private Wealth’s Willis Towers Watson WTW Stock Holding History

Corient Private Wealth’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 		$2.05M Buy
7,845
+539
+7% +$144K ﹤0.01% 1382
2026
Q1 		$2.04M Buy
7,306
+271
+4% +$83.1K ﹤0.01% 1254
2025
Q4 		$2.31M Buy
7,035
+758
+12% +$248K ﹤0.01% 1072
2025
Q3 		$2.17M Buy
6,277
+107
+2% +$34.7K ﹤0.01% 1027
2025
Q2 		$1.89M Sell
6,170
-391
-6% -$121K ﹤0.01% 1063
2025
Q1 		$2.22M Buy
6,561
+461
+8% +$150K ﹤0.01% 939
2024
Q4 		$1.91M Sell
6,100
-1,431
-19% -$439K ﹤0.01% 1024
2024
Q3 		$2.22M Buy
7,531
+1,532
+26% +$429K ﹤0.01% 1050
2024
Q2 		$1.57M Buy
5,999
+355
+6% +$91.7K ﹤0.01% 1139
2024
Q1 		$1.55M Buy
5,644
+997
+21% +$262K ﹤0.01% 1154
2023
Q4 		$1.12M Buy
4,647
+517
+13% +$120K ﹤0.01% 1240
2023
Q3 		$863K Buy
4,130
+469
+13% +$100K ﹤0.01% 1250
2023
Q2 		$862K Sell
3,661
-174
-5% -$40.1K ﹤0.01% 1211
2023
Q1 		$893K Buy
3,835
+1,477
+63% +$357K ﹤0.01% 1137
2022
Q4 		$577K Buy
+2,358
New +$539K ﹤0.01% 1099

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

Corient Private Wealth's WTW Position: Q2 2026 in Review

Corient Private Wealth increased its Willis Towers Watson (WTW) stake by 7.4% in Q2 2026, buying an estimated $144K and bringing the position to 7,845 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Corient Private Wealth first reported a position in WTW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q4 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Corient Private Wealth held 7,845 shares of Willis Towers Watson worth $2.05M as of Q2 2026.
  • Corient Private Wealth bought 539 Willis Towers Watson shares in Q2 2026, an estimated $144K.
  • Willis Towers Watson made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1382 holding.
  • Corient Private Wealth first reported a position in Willis Towers Watson in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Willis Towers Watson position peaked at $2.31M in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.