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Highline Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Highline Wealth 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 		$6.53K Buy
25
+8
+47% +$2.14K ﹤0.01% 778
2026
Q1 		$4.94K Buy
17
+4
+31% +$1.23K ﹤0.01% 725
2025
Q4 		$4.27K Hold
13
– – ﹤0.01% 602
2025
Q3 		$4.49K Hold
13
– – ﹤0.01% 603
2025
Q2 		$3.98K Sell
13
-4
-24% -$1.24K ﹤0.01% 500
2025
Q1 		$5.75K Buy
17
+4
+31% +$1.3K ﹤0.01% 398
2024
Q4 		$4.07K Buy
13
+3
+30% +$920 ﹤0.01% 376
2024
Q3 		$2.94K Buy
10
+2
+25% +$560 ﹤0.01% 414
2024
Q2 		$2.1K Buy
8
+1
+14% +$258 ﹤0.01% 394
2024
Q1 		$1.93K Hold
7
– – ﹤0.01% 335
2023
Q4 		$1.69K Hold
7
– – ﹤0.01% 312
2023
Q3 		$1.46K Hold
7
– – ﹤0.01% 289
2023
Q2 		$1.65K Hold
7
– – ﹤0.01% 241
2023
Q1 		$1.63K Hold
7
– – ﹤0.01% 246
2022
Q4 		$1.71K Hold
7
– – ﹤0.01% 229
2022
Q3 		$1.41K Buy
+7
New +$1.44K ﹤0.01% 235

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

Highline Wealth Partners's WTW Position: Q2 2026 in Review

Highline Wealth Partners increased its Willis Towers Watson (WTW) stake by 47% in Q2 2026, buying an estimated $2.14K and bringing the position to 25 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Highline Wealth Partners first reported a position in WTW in Q3 2022 and has held it in 16 quarters since. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Highline Wealth Partners held 25 shares of Willis Towers Watson worth $6.53K as of Q2 2026.
  • Highline Wealth Partners bought 8 Willis Towers Watson shares in Q2 2026, an estimated $2.14K.
  • Willis Towers Watson made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #778 holding.
  • Highline Wealth Partners first reported a position in Willis Towers Watson in Q3 2022 and has held it in 16 quarters since.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.