DHJJ Financial Advisors’s Willis Towers Watson WTW Stock Holding History

DHJJ Financial 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	$401K	Sell	1,533 -2	-0.1%	-$535	0.12%	136
2026 Q1	$446K	Hold	1,535	–	–	0.15%	111
2025 Q4	$504K	Hold	1,535	–	–	0.17%	101
2025 Q3	$530K	Hold	1,535	–	–	0.18%	95
2025 Q2	$470K	Sell	1,535 -215	-12%	-$66.7K	0.17%	99
2025 Q1	$591K	Hold	1,750	–	–	0.24%	81
2024 Q4	$548K	Hold	1,750	–	–	0.21%	84
2024 Q3	$515K	Hold	1,750	–	–	0.2%	90
2024 Q2	$459K	Sell	1,750 -2	-0.1%	-$516	0.19%	91
2024 Q1	$482K	Hold	1,752	–	–	0.21%	83
2023 Q4	$423K	Hold	1,752	–	–	0.2%	87
2023 Q3	$366K	Hold	1,752	–	–	0.19%	90
2023 Q2	$413K	Hold	1,752	–	–	0.21%	92
2023 Q1	$407K	Hold	1,752	–	–	0.22%	88
2022 Q4	$429K	Hold	1,752	–	–	0.25%	87
2022 Q3	$352K	Hold	1,752	–	–	0.21%	92
2022 Q2	$346K	Hold	1,752	–	–	0.19%	95
2022 Q1	$416K	Hold	1,752	–	–	0.2%	91
2021 Q4	$416K	Sell	1,752 -311	-15%	-$73.6K	0.2%	91
2021 Q3	$480K	Hold	2,063	–	–	0.25%	77
2021 Q2	$475K	Hold	2,063	–	–	0.25%	76
2021 Q1	$472K	Buy	+2,063	New	+$450K	0.27%	67

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DHJJ Financial Advisors's WTW Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Willis Towers Watson (WTW) stake by 0.13% in Q2 2026, selling an estimated $535 and leaving 1,533 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #136.

DHJJ Financial Advisors first reported a position in WTW in Q1 2021 and has held it in 22 quarters since. The position peaked at $591K in Q1 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

DHJJ Financial Advisors held 1,533 shares of Willis Towers Watson worth $401K as of Q2 2026.
DHJJ Financial Advisors sold 2 Willis Towers Watson shares in Q2 2026, an estimated $535.
Willis Towers Watson made up 0.12% of DHJJ Financial Advisors's portfolio in Q2 2026, its #136 holding.
DHJJ Financial Advisors first reported a position in Willis Towers Watson in Q1 2021 and has held it in 22 quarters since.
DHJJ Financial Advisors's Willis Towers Watson position peaked at $591K in Q1 2025.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.