Golden State Wealth Management’s Willis Towers Watson WTW Stock Holding History

Golden State Wealth 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	$5.23K	Sell	20 -205	-91%	-$54.8K	﹤0.01%	1249
2026 Q1	$65.4K	Hold	225	–	–	0.01%	613
2025 Q4	$73.9K	Sell	225 -6	-3%	-$1.96K	0.01%	592
2025 Q3	$79.8K	Hold	231	–	–	0.01%	558
2025 Q2	$70.8K	Buy	231 +1	+0.4%	+$310	0.01%	567
2025 Q1	$77.7K	Hold	230	–	–	0.01%	504
2024 Q4	$72K	Buy	+230	New	+$70.5K	0.01%	500
2020 Q2	–	Sell	-510	Closed	-$87K	–	955
2020 Q1	$87K	Buy	+510	New	+$100K	0.04%	270
2019 Q4	–	Sell	-510	Closed	-$98K	–	975
2019 Q3	$98K	Buy	510 +110	+28%	+$21.5K	0.03%	317
2019 Q2	$76K	Buy	400 +50	+14%	+$9.05K	0.02%	379
2019 Q1	$61K	Buy	+350	New	+$58.1K	0.02%	404

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Golden State Wealth Management's WTW Position: Q2 2026 in Review

Golden State Wealth Management reduced its Willis Towers Watson (WTW) stake by 91% in Q2 2026, selling an estimated $54.8K and leaving 20 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Golden State Wealth Management first reported a position in WTW in Q1 2019 and has held it in 11 quarters since. The position peaked at $98K in Q3 2019. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Golden State Wealth Management held 20 shares of Willis Towers Watson worth $5.23K as of Q2 2026.
Golden State Wealth Management sold 205 Willis Towers Watson shares in Q2 2026, an estimated $54.8K.
Willis Towers Watson made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1249 holding.
Golden State Wealth Management first reported a position in Willis Towers Watson in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Willis Towers Watson position peaked at $98K in Q3 2019.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.