EWP
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Elevation Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Elevation Wealth Partners’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 		$4.18K Sell
16
-7
-30% -$1.87K ﹤0.01% 1059
2026
Q1 		$6.69K Hold
23
– – ﹤0.01% 616
2025
Q4 		$7.56K Buy
23
+17
+283% +$5.57K ﹤0.01% 539
2025
Q3 		$2.07K Buy
+6
New +$1.94K ﹤0.01% 641

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

Elevation Wealth Partners's WTW Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Willis Towers Watson (WTW) stake by 30% in Q2 2026, selling an estimated $1.87K and leaving 16 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Elevation Wealth Partners first reported a position in WTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.56K in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Elevation Wealth Partners held 16 shares of Willis Towers Watson worth $4.18K as of Q2 2026.
  • Elevation Wealth Partners sold 7 Willis Towers Watson shares in Q2 2026, an estimated $1.87K.
  • Willis Towers Watson made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1059 holding.
  • Elevation Wealth Partners first reported a position in Willis Towers Watson in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Willis Towers Watson position peaked at $7.56K in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.