Goodman Advisory Group’s Willis Towers Watson WTW Stock Holding History

Goodman Advisory Group’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	-293	Closed	-$85.2K	–	178
2026 Q1	$85.2K	Sell	293 -17	-5%	-$5.22K	0.02%	102
2025 Q4	$102K	Sell	310 -7	-2%	-$2.29K	0.03%	85
2025 Q3	$110K	Sell	317 -9	-3%	-$2.92K	0.03%	84
2025 Q2	$99.9K	Hold	326	–	–	0.03%	75
2025 Q1	$110K	Buy	+326	New	+$106K	0.03%	89
2024 Q4	–	Sell	-687	Closed	-$202K	–	188
2024 Q3	$202K	Sell	687 -35	-5%	-$9.79K	0.06%	84
2024 Q2	$189K	Buy	+722	New	+$186K	0.06%	87

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

Goodman Advisory Group's WTW Position: Q2 2026 in Review

Goodman Advisory Group sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 293 shares — an estimated $85.2K sold.

Goodman Advisory Group first reported a position in WTW in Q2 2024 and held it in 7 quarters. The position peaked at $202K in Q3 2024. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Goodman Advisory Group reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 293 Willis Towers Watson shares in Q2 2026, an estimated $85.2K.
Goodman Advisory Group first reported a position in Willis Towers Watson in Q2 2024 and held it in 7 quarters.
Goodman Advisory Group's Willis Towers Watson position peaked at $202K in Q3 2024.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.