Formidable Asset Management’s Willis Towers Watson WTW Stock Holding History

Formidable Asset Management’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	$424K	Sell	1,460 -128	-8%	-$34.2K	0.07%	255
2026 Q1	$522K	Sell	1,588 -244	-13%	-$74.9K	0.08%	223
2025 Q4	$633K	Sell	1,832 -1,332	-42%	-$436K	0.09%	205
2025 Q3	$970K	Sell	3,164 -288	-8%	-$93.3K	0.15%	133
2025 Q2	$1.17M	Hold	3,452	–	–	0.2%	96
2025 Q1	$1.17M	Sell	3,452 -233	-6%	-$75.9K	0.2%	95
2024 Q4	$1.15M	Sell	3,685 -348	-9%	-$107K	0.19%	105
2024 Q3	$1.19M	Sell	4,033 -777	-16%	-$217K	0.19%	104
2024 Q2	$1.26M	Sell	4,810 -365	-7%	-$94.2K	0.2%	101
2024 Q1	$1.42M	Sell	5,175 -334	-6%	-$87.9K	0.23%	93
2023 Q4	$1.33M	Buy	+5,509	New	+$1.27M	0.28%	71
2023 Q2	–	Sell	-5,803	Closed	-$1.35M	–	328
2023 Q1	$1.35M	Sell	5,803 -56	-1%	-$13.5K	0.29%	63
2022 Q4	$1.43M	Buy	+5,859	New	+$1.34M	0.32%	53
2022 Q2	–	Sell	-6,490	Closed	-$1.53M	–	353
2022 Q1	$1.53M	Sell	6,490 -79	-1%	-$18.1K	0.29%	70
2021 Q4	$1.57M	Sell	6,569 -199	-3%	-$47.1K	0.3%	63
2021 Q3	$1.57M	Sell	6,768 -36	-0.5%	-$8.01K	0.3%	68
2021 Q2	$1.51M	Sell	6,804 -125	-2%	-$31.1K	0.33%	57
2021 Q1	$1.62M	Sell	6,929 -230	-3%	-$50.1K	0.35%	65
2020 Q4	$1.46M	Sell	7,159 -17	-0.2%	-$3.5K	0.34%	64
2020 Q3	$1.5M	Sell	7,176 -210	-3%	-$42.9K	0.44%	45
2020 Q2	$1.52M	Sell	7,386 -190	-3%	-$36.4K	0.45%	50
2020 Q1	$1.29M	Buy	+7,576	New	+$1.49M	0.51%	44
2017 Q4	–	Sell	-6,829	Closed	-$1.05M	–	213
2017 Q3	$1.05M	Buy	+6,829	New	+$1.02M	0.44%	41
2017 Q2	–	Sell	-6,514	Closed	-$940K	–	205
2017 Q1	$940K	Buy	6,514 +687	+12%	+$87.3K	0.41%	48
2016 Q4	$713K	Buy	5,827 +20	+0.3%	+$2.49K	0.36%	67
2016 Q3	$771K	Buy	5,807 +359	+7%	+$44.7K	0.38%	60
2016 Q2	$676K	Buy	+5,448	New	+$672K	0.38%	63

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Formidable Asset Management's WTW Position: Q2 2026 in Review

Formidable Asset Management reduced its Willis Towers Watson (WTW) stake by 8.1% in Q2 2026, selling an estimated $34.2K and leaving 1,460 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #255.

Formidable Asset Management first reported a position in WTW in Q2 2016 and has held it in 27 quarters since. The position peaked at $1.62M in Q1 2021. 228 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Formidable Asset Management held 1,460 shares of Willis Towers Watson worth $424K as of Q2 2026.
Formidable Asset Management sold 128 Willis Towers Watson shares in Q2 2026, an estimated $34.2K.
Willis Towers Watson made up 0.07% of Formidable Asset Management's portfolio in Q2 2026, its #255 holding.
Formidable Asset Management first reported a position in Willis Towers Watson in Q2 2016 and has held it in 27 quarters since.
Formidable Asset Management's Willis Towers Watson position peaked at $1.62M in Q1 2021.
228 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.