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Dakota Wealth Management’s Willis Towers Watson WTW Stock Holding History

Dakota Wealth Management’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 		$4.69M Sell
17,948
-1,719
-9% -$460K 0.09% 193
2026
Q1 		$5.72M Sell
19,667
-2,500
-11% -$767K 0.12% 160
2025
Q4 		$7.28M Sell
22,167
-1,248
-5% -$409K 0.13% 131
2025
Q3 		$8.09M Sell
23,415
-581
-2% -$188K 0.16% 115
2025
Q2 		$7.35M Sell
23,996
-607
-2% -$188K 0.15% 118
2025
Q1 		$8.31M Sell
24,603
-521
-2% -$170K 0.19% 105
2024
Q4 		$7.87M Sell
25,124
-510
-2% -$156K 0.18% 110
2024
Q3 		$7.55M Sell
25,634
-64
-0.2% -$17.9K 0.17% 118
2024
Q2 		$6.74M Sell
25,698
-161
-0.6% -$41.6K 0.16% 119
2024
Q1 		$7.11M Sell
25,859
-473
-2% -$124K 0.18% 119
2023
Q4 		$6.35M Sell
26,332
-248
-0.9% -$57.3K 0.25% 107
2023
Q3 		$5.55M Sell
26,580
-75
-0.3% -$16K 0.25% 104
2023
Q2 		$6.28M Sell
26,655
-187
-0.7% -$43.1K 0.3% 87
2023
Q1 		$6.24M Sell
26,842
-354
-1% -$85.6K 0.42% 66
2022
Q4 		$6.65M Sell
27,196
-285
-1% -$65.1K 0.47% 50
2022
Q3 		$5.52M Buy
27,481
+178
+0.7% +$36.7K 0.45% 51
2022
Q2 		$5.39M Buy
27,303
+121
+0.4% +$25.9K 0.5% 52
2022
Q1 		$6.42M Buy
27,182
+25,458
+1,477% +$5.83M 0.52% 49
2021
Q4 		$409K Buy
1,724
+594
+53% +$141K 0.04% 269
2021
Q3 		$263K Buy
+1,130
New +$252K 0.03% 300

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 $3.38T AUM 44.17% 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

Dakota Wealth Management's WTW Position: Q2 2026 in Review

Dakota Wealth Management reduced its Willis Towers Watson (WTW) stake by 8.7% in Q2 2026, selling an estimated $460K and leaving 17,948 shares worth $4.69M. The position accounts for 0.09% of the portfolio, ranked #193.

Dakota Wealth Management first reported a position in WTW in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.31M in Q1 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Dakota Wealth Management held 17,948 shares of Willis Towers Watson worth $4.69M as of Q2 2026.
  • Dakota Wealth Management sold 1,719 Willis Towers Watson shares in Q2 2026, an estimated $460K.
  • Willis Towers Watson made up 0.09% of Dakota Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Dakota Wealth Management first reported a position in Willis Towers Watson in Q3 2021 and has held it in 20 quarters since.
  • Dakota Wealth Management's Willis Towers Watson position peaked at $8.31M in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.