EWA
WTW icon

EverSource Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

EverSource Wealth 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 		$223K Sell
854
-482
-36% -$129K 0.01% 951
2026
Q1 		$389K Buy
1,336
+401
+43% +$123K 0.01% 717
2025
Q4 		$307K Sell
935
-61
-6% -$20K 0.01% 745
2025
Q3 		$344K Buy
996
+7
+0.7% +$2.27K 0.01% 662
2025
Q2 		$303K Buy
989
+411
+71% +$127K 0.01% 666
2025
Q1 		$196K Buy
578
+116
+25% +$37.8K 0.01% 670
2024
Q4 		$145K Buy
462
+7
+2% +$2.15K 0.01% 787
2024
Q3 		$134K Sell
455
-129
-22% -$36.1K 0.01% 699
2024
Q2 		$165K Buy
584
+1
+0.2% +$258 0.01% 626
2024
Q1 		$146K Buy
583
+26
+5% +$6.84K 0.01% 583
2023
Q4 		$134K Buy
557
+34
+7% +$7.86K 0.01% 544
2023
Q3 		$109K Buy
523
+32
+7% +$6.83K 0.01% 543
2023
Q2 		$116K Sell
491
-2
-0.4% -$461 0.01% 532
2023
Q1 		$115K Sell
493
-10
-2% -$2.42K 0.01% 499
2022
Q4 		$123K Sell
503
-3
-0.6% -$685 0.02% 452
2022
Q3 		$102K Buy
506
+306
+153% +$63.1K 0.02% 430
2022
Q2 		$39K Buy
200
+58
+41% +$12.4K 0.01% 678
2022
Q1 		$34K Buy
142
+50
+54% +$11.4K 0.01% 549
2021
Q4 		$22K Buy
+92
New +$21.8K 0.01% 647

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

EverSource Wealth Advisors's WTW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Willis Towers Watson (WTW) stake by 36% in Q2 2026, selling an estimated $129K and leaving 854 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #951.

EverSource Wealth Advisors first reported a position in WTW in Q4 2021 and has held it in 19 quarters since. The position peaked at $389K in Q1 2026. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • EverSource Wealth Advisors held 854 shares of Willis Towers Watson worth $223K as of Q2 2026.
  • EverSource Wealth Advisors sold 482 Willis Towers Watson shares in Q2 2026, an estimated $129K.
  • Willis Towers Watson made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #951 holding.
  • EverSource Wealth Advisors first reported a position in Willis Towers Watson in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Willis Towers Watson position peaked at $389K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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