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Golden State Equity Partners’s Willis Towers Watson WTW Stock Holding History

Golden State Equity 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 		– Sell
-1,122
Closed -$326K – 1761
2026
Q1 		$326K Buy
+1,122
New +$344K 0.02% 558

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Dodge & Cox
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Vanguard Capital Management
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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

Golden State Equity Partners's WTW Position: Q2 2026 in Review

Golden State Equity Partners sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 1,122 shares — an estimated $326K sold.

Golden State Equity Partners first reported a position in WTW in Q1 2026 and held it in 1 quarter. The position peaked at $326K in Q1 2026. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Golden State Equity Partners reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,122 Willis Towers Watson shares in Q2 2026, an estimated $326K.
  • Golden State Equity Partners first reported a position in Willis Towers Watson in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Willis Towers Watson position peaked at $326K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.