Heritage Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $106K | Hold |
405
| – | – | ﹤0.01% | 259 |
|
|
2026
Q1 | $118K | Buy |
405
+278
| +219% | +$85.3K | ﹤0.01% | 238 |
|
|
2025
Q4 | $41.7K | Hold |
127
| – | – | ﹤0.01% | 333 |
|
|
2025
Q3 | $43.9K | Sell |
127
-27
| -18% | -$8.74K | ﹤0.01% | 310 |
|
|
2025
Q2 | $47.2K | Hold |
154
| – | – | ﹤0.01% | 303 |
|
|
2025
Q1 | $52K | Hold |
154
| – | – | ﹤0.01% | 299 |
|
|
2024
Q4 | $48.2K | Hold |
154
| – | – | ﹤0.01% | 312 |
|
|
2024
Q3 | $45.4K | Hold |
154
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $40.4K | Hold |
154
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $42.4K | Hold |
154
| – | – | ﹤0.01% | 339 |
|
|
2023
Q4 | $37.1K | Hold |
154
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $32.2K | Hold |
154
| – | – | ﹤0.01% | 341 |
|
|
2023
Q2 | $36.3K | Buy |
154
+27
| +21% | +$6.22K | ﹤0.01% | 356 |
|
|
2023
Q1 | $29.5K | Sell |
127
-12
| -9% | -$2.9K | ﹤0.01% | 370 |
|
|
2022
Q4 | $34K | Hold |
139
| – | – | ﹤0.01% | 368 |
|
|
2022
Q3 | $27.9K | Hold |
139
| – | – | ﹤0.01% | 348 |
|
|
2022
Q2 | $27K | Hold |
139
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $33K | Hold |
139
| – | – | ﹤0.01% | 357 |
|
|
2021
Q4 | $33K | Hold |
139
| – | – | ﹤0.01% | 362 |
|
|
2021
Q3 | $32.3K | Hold |
139
| – | – | ﹤0.01% | 358 |
|
|
2021
Q2 | $32K | Sell |
139
-50
| -26% | -$12.4K | ﹤0.01% | 367 |
|
|
2021
Q1 | $43.3K | Buy |
189
+50
| +36% | +$10.9K | ﹤0.01% | 345 |
|
|
2020
Q4 | $29K | Buy |
139
+12
| +9% | +$2.47K | ﹤0.01% | 375 |
|
|
2020
Q3 | $26.5K | Hold |
127
| – | – | ﹤0.01% | 327 |
|
|
2020
Q2 | $25K | Sell |
127
-300
| -70% | -$57.4K | ﹤0.01% | 314 |
|
|
2020
Q1 | $72.5K | Hold |
427
| – | – | 0.01% | 223 |
|
|
2019
Q4 | $86.2K | Hold |
427
| – | – | 0.01% | 245 |
|
|
2019
Q3 | $82K | Hold |
427
| – | – | 0.01% | 231 |
|
|
2019
Q2 | $81.8K | Hold |
427
| – | – | 0.01% | 214 |
|
|
2019
Q1 | $75K | Hold |
427
| – | – | 0.01% | 198 |
|
|
2018
Q4 | $64K | Hold |
427
| – | – | 0.01% | 182 |
|
|
2018
Q3 | $60K | Buy |
+427
| New | +$64.6K | 0.01% | 183 |
|
|
2016
Q3 | – | Sell |
-1,732
| Closed | -$215K | – | 97 |
|
|
2016
Q2 | $215K | Hold |
1,732
| – | – | 0.15% | 91 |
|
|
2016
Q1 | $206K | Buy |
+1,732
| New | +$199K | 0.16% | 80 |
|
|
2015
Q4 | – | Sell |
-2,023
| Closed | -$220K | – | 81 |
|
|
2015
Q3 | $220K | Hold |
2,023
| – | – | 0.19% | 67 |
|
|
2015
Q2 | $252K | Buy |
+2,023
| New | +$258K | 0.21% | 75 |
|
|
2015
Q1 | – | Sell |
-1,963
| Closed | -$233K | – | 94 |
|
|
2014
Q4 | $233K | Buy |
+1,963
| New | +$219K | 0.21% | 82 |
|
Other funds holding WTW
Heritage Wealth Advisors's WTW Position: Q2 2026 in Review
Heritage Wealth Advisors held its Willis Towers Watson (WTW) position steady in Q2 2026 at 405 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #259.
Heritage Wealth Advisors first reported a position in WTW in Q4 2014 and has held it in 37 quarters since. The position peaked at $252K in Q2 2015. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.
- Heritage Wealth Advisors held 405 shares of Willis Towers Watson worth $106K as of Q2 2026.
- Heritage Wealth Advisors left its Willis Towers Watson share count unchanged in Q2 2026.
- Willis Towers Watson made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #259 holding.
- Heritage Wealth Advisors first reported a position in Willis Towers Watson in Q4 2014 and has held it in 37 quarters since.
- Heritage Wealth Advisors's Willis Towers Watson position peaked at $252K in Q2 2015.
- 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.