Focus Partners Wealth
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Focus Partners Wealth’s Willis Towers Watson WTW Stock Holding History

Focus Partners Wealth’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 		$7.01M Buy
26,793
+122
+0.5% +$32.6K 0.01% 829
2026
Q1 		$7.74M Buy
26,671
+4,945
+23% +$1.52M 0.01% 801
2025
Q4 		$7.14M Buy
21,726
+20,978
+2,805% +$6.87M 0.01% 818
2025
Q3 		$259K Sell
748
-960
-56% -$311K ﹤0.01% 1926
2025
Q2 		$523K Sell
1,708
-44
-3% -$13.6K ﹤0.01% 1420
2025
Q1 		$592K Sell
1,752
-232
-12% -$75.6K ﹤0.01% 1275
2024
Q4 		$621K Buy
1,984
+460
+30% +$141K ﹤0.01% 1230
2024
Q3 		$449K Buy
+1,524
New +$426K ﹤0.01% 1185

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

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

Focus Partners Wealth increased its Willis Towers Watson (WTW) stake by 0.46% in Q2 2026, buying an estimated $32.6K and bringing the position to 26,793 shares worth $7.01M. The position accounts for 0.01% of the portfolio, ranked #829.

Focus Partners Wealth first reported a position in WTW in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.74M in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Focus Partners Wealth held 26,793 shares of Willis Towers Watson worth $7.01M as of Q2 2026.
  • Focus Partners Wealth bought 122 Willis Towers Watson shares in Q2 2026, an estimated $32.6K.
  • Willis Towers Watson made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #829 holding.
  • Focus Partners Wealth first reported a position in Willis Towers Watson in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Willis Towers Watson position peaked at $7.74M in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.