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Financial Freedom LLC’s Willis Towers Watson WTW Stock Holding History

Financial Freedom LLC’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 		– Sell
-701
Closed -$204K – 404
2026
Q1 		$204K Buy
701
+2
+0.3% +$614 0.1% 104
2025
Q4 		$230K Sell
699
-718
-51% -$235K 0.11% 99
2025
Q3 		$489K Buy
1,417
+524
+59% +$170K 0.24% 66
2025
Q2 		$274K Buy
893
+3
+0.3% +$930 0.15% 90
2025
Q1 		$301K Buy
890
+2
+0.2% +$652 0.17% 77
2024
Q4 		$278K Sell
888
-189
-18% -$58K 0.15% 77
2024
Q3 		$317K Buy
1,077
+4
+0.4% +$1.12K 0.17% 75
2024
Q2 		$281K Buy
1,073
+93
+9% +$24K 0.16% 83
2024
Q1 		$269K Buy
980
+572
+140% +$150K 0.16% 86
2023
Q4 		$98.3K Buy
408
+2
+0.5% +$462 0.06% 126
2023
Q3 		$84.8K Buy
406
+2
+0.5% +$427 0.06% 129
2023
Q2 		$95.2K Buy
404
+1
+0.2% +$230 0.07% 121
2023
Q1 		$93.7K Buy
403
+1
+0.2% +$242 0.07% 120
2022
Q4 		$98.3K Buy
+402
New +$91.9K 0.07% 113

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

Financial Freedom LLC's WTW Position: Q2 2026 in Review

Financial Freedom LLC sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 701 shares — an estimated $204K sold.

Financial Freedom LLC first reported a position in WTW in Q4 2022 and held it in 14 quarters. The position peaked at $489K in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Financial Freedom LLC reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 701 Willis Towers Watson shares in Q2 2026, an estimated $204K.
  • Financial Freedom LLC first reported a position in Willis Towers Watson in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Willis Towers Watson position peaked at $489K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.