GWS
WTW icon

Greykasell Wealth Strategies’s Willis Towers Watson WTW Stock Holding History

Greykasell Wealth Strategies’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 		$123K Hold
470
– – 0.04% 180
2026
Q1 		$137K Hold
470
– – 0.06% 167
2025
Q4 		$154K Hold
470
– – 0.06% 160
2025
Q3 		$162K Hold
470
– – 0.07% 147
2025
Q2 		$144K Hold
470
– – 0.07% 146
2025
Q1 		$159K Buy
+470
New +$153K 0.08% 131

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

Greykasell Wealth Strategies's WTW Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Willis Towers Watson (WTW) position steady in Q2 2026 at 470 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #180.

Greykasell Wealth Strategies first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $162K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Greykasell Wealth Strategies held 470 shares of Willis Towers Watson worth $123K as of Q2 2026.
  • Greykasell Wealth Strategies left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up 0.04% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #180 holding.
  • Greykasell Wealth Strategies first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Willis Towers Watson position peaked at $162K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.