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

Dynasty 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	$256K	Buy	+981	New	+$262K	﹤0.01%	334

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

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

Dynasty Wealth Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 981 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings.

689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Dynasty Wealth Management held 981 shares of Willis Towers Watson worth $256K as of Q2 2026.
Willis Towers Watson was a new Dynasty Wealth Management position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #334 holding.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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