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Fidelis Capital Partners’s Willis Towers Watson WTW Stock Holding History

Fidelis Capital 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 		$301K Sell
1,151
-81
-7% -$21.7K 0.02% 430
2026
Q1 		$358K Buy
1,232
+27
+2% +$8.28K 0.03% 368
2025
Q4 		$396K Hold
1,205
– – 0.03% 350
2025
Q3 		$416K Buy
1,205
+1
+0.1% +$324 0.03% 339
2025
Q2 		$392K Sell
1,204
-30
-2% -$9.3K 0.04% 304
2025
Q1 		$373K Buy
1,234
+6
+0.5% +$1.96K 0.04% 291
2024
Q4 		$406K Buy
1,228
+5
+0.4% +$1.53K 0.04% 285
2024
Q3 		$357K Buy
1,223
+37
+3% +$10.4K 0.04% 290
2024
Q2 		$327K Buy
1,186
+83
+8% +$21.4K 0.05% 272
2024
Q1 		$303K Buy
1,103
+5
+0.5% +$1.31K 0.05% 287
2023
Q4 		$265K Buy
1,098
+111
+11% +$25.7K 0.06% 269
2023
Q3 		$206K Sell
987
-7
-0.7% -$1.49K 0.07% 253
2023
Q2 		$234K Buy
994
+4
+0.4% +$922 0.09% 242
2023
Q1 		$226K Buy
+990
New +$239K 0.1% 218

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

Fidelis Capital Partners's WTW Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Willis Towers Watson (WTW) stake by 6.6% in Q2 2026, selling an estimated $21.7K and leaving 1,151 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #430.

Fidelis Capital Partners first reported a position in WTW in Q1 2023 and has held it in 14 quarters since. The position peaked at $416K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Fidelis Capital Partners held 1,151 shares of Willis Towers Watson worth $301K as of Q2 2026.
  • Fidelis Capital Partners sold 81 Willis Towers Watson shares in Q2 2026, an estimated $21.7K.
  • Willis Towers Watson made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #430 holding.
  • Fidelis Capital Partners first reported a position in Willis Towers Watson in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Willis Towers Watson position peaked at $416K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.