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

Intentional 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 		– Sell
-2
Closed -$581 – 902
2026
Q1 		$581 Buy
+2
New +$614 ﹤0.01% 834

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 $59.9B AUM 27.01% 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

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

Intentional Wealth Strategies sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 2 shares — an estimated $581 sold.

Intentional Wealth Strategies first reported a position in WTW in Q1 2026 and held it in 1 quarter. The position peaked at $581 in Q1 2026. 655 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 2 Willis Towers Watson shares in Q2 2026, an estimated $581.
  • Intentional Wealth Strategies first reported a position in Willis Towers Watson in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Willis Towers Watson position peaked at $581 in Q1 2026.
  • 655 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.