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DecisionPoint Financial’s Willis Towers Watson WTW Stock Holding History

DecisionPoint Financial’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 		$551 Sell
2
-1
-33% -$268 ﹤0.01% 607
2026
Q1 		$873 Hold
3
– – ﹤0.01% 378
2025
Q4 		$986 Hold
3
– – ﹤0.01% 412
2025
Q3 		$1.03K Hold
3
– – ﹤0.01% 324
2025
Q2 		$923 Buy
+3
New +$930 ﹤0.01% 325

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

DecisionPoint Financial's WTW Position: Q2 2026 in Review

DecisionPoint Financial reduced its Willis Towers Watson (WTW) stake by 33% in Q2 2026, selling an estimated $268 and leaving 2 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #607.

DecisionPoint Financial first reported a position in WTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03K in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • DecisionPoint Financial held 2 shares of Willis Towers Watson worth $551 as of Q2 2026.
  • DecisionPoint Financial sold 1 Willis Towers Watson share in Q2 2026, an estimated $268.
  • Willis Towers Watson made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #607 holding.
  • DecisionPoint Financial first reported a position in Willis Towers Watson in Q2 2025 and has held it in 5 quarters since.
  • DecisionPoint Financial's Willis Towers Watson position peaked at $1.03K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.