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Integrated Wealth Concepts’s Willis Towers Watson WTW Stock Holding History

Integrated Wealth Concepts’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 		$218K Sell
835
-1,518
-65% -$406K ﹤0.01% 2183
2026
Q1 		$684K Buy
+2,353
New +$722K 0.01% 1348
2025
Q4 		– Sell
-1,721
Closed -$594K – 2048
2025
Q3 		$594K Sell
1,721
-347
-17% -$112K 0.01% 1258
2025
Q2 		$634K Buy
2,068
+531
+35% +$165K 0.01% 1146
2025
Q1 		$520K Sell
1,537
-481
-24% -$157K 0.01% 1122
2024
Q4 		$632K Buy
2,018
+11
+0.5% +$3.37K 0.01% 1021
2024
Q3 		$591K Sell
2,007
-117
-6% -$32.7K 0.01% 1013
2024
Q2 		$557K Sell
2,124
-3
-0.1% -$775 0.01% 1003
2024
Q1 		$585K Buy
2,127
+351
+20% +$92.3K 0.01% 977
2023
Q4 		$428K Sell
1,776
-63
-3% -$14.6K 0.01% 1072
2023
Q3 		$384K Buy
1,839
+62
+3% +$13.2K 0.01% 1105
2023
Q2 		$418K Buy
+1,777
New +$409K 0.01% 1068

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

Integrated Wealth Concepts's WTW Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Willis Towers Watson (WTW) stake by 65% in Q2 2026, selling an estimated $406K and leaving 835 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Integrated Wealth Concepts first reported a position in WTW in Q2 2023 and has held it in 12 quarters since. The position peaked at $684K in Q1 2026. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Integrated Wealth Concepts held 835 shares of Willis Towers Watson worth $218K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,518 Willis Towers Watson shares in Q2 2026, an estimated $406K.
  • Willis Towers Watson made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2183 holding.
  • Integrated Wealth Concepts first reported a position in Willis Towers Watson in Q2 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Willis Towers Watson position peaked at $684K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.