JFS Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

JFS Wealth Advisors’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	$17K	Sell	65 -5	-7%	-$1.34K	﹤0.01%	809
2026 Q1	$20.4K	Sell	70 -3	-4%	-$920	﹤0.01%	730
2025 Q4	$24K	Buy	73 +20	+38%	+$6.55K	﹤0.01%	698
2025 Q3	$18.3K	Hold	53	–	–	﹤0.01%	716
2025 Q2	$16.2K	Hold	53	–	–	﹤0.01%	710
2025 Q1	$17.9K	Hold	53	–	–	﹤0.01%	691
2024 Q4	$16.6K	Hold	53	–	–	﹤0.01%	692
2024 Q3	$15.6K	Buy	53 +2	+4%	+$560	﹤0.01%	702
2024 Q2	$13.4K	Sell	51 -1	-2%	-$258	﹤0.01%	707
2024 Q1	$14.3K	Sell	52 -5	-9%	-$1.31K	﹤0.01%	705
2023 Q4	$13.7K	Buy	57 +10	+21%	+$2.31K	﹤0.01%	688
2023 Q3	$9.82K	Sell	47 -2	-4%	-$427	﹤0.01%	739
2023 Q2	$11.5K	Sell	49 -4	-8%	-$922	﹤0.01%	688
2023 Q1	$12.3K	Sell	53 -4	-7%	-$967	﹤0.01%	647
2022 Q4	$13.9K	Buy	57 +7	+14%	+$1.6K	﹤0.01%	606
2022 Q3	$10K	Buy	50 +22	+79%	+$4.54K	﹤0.01%	744
2022 Q2	$6K	Sell	28 -47	-63%	-$10.1K	﹤0.01%	963
2022 Q1	$18K	Buy	75 +59	+369%	+$13.5K	﹤0.01%	637
2021 Q4	$4K	Buy	+16	New	+$3.79K	﹤0.01%	895
2021 Q1	–	Sell	-28	Closed	-$6K	–	631
2020 Q4	$6K	Buy	+28	New	+$5.76K	﹤0.01%	462
2017 Q4	–	Sell	-271	Closed	-$42K	–	559
2017 Q3	$42K	Hold	271	–	–	0.01%	258
2017 Q2	$39K	Sell	271 -230	-46%	-$32.1K	0.01%	245
2017 Q1	$61K	Hold	501	–	–	0.02%	208
2016 Q4	$61K	Sell	501 -2	-0.4%	-$249	0.02%	208
2016 Q3	$67K	Hold	503	–	–	0.02%	210
2016 Q2	$63K	Sell	503 -5	-1%	-$617	0.02%	238
2016 Q1	$60K	Sell	508 -2	-0.4%	-$230	0.02%	219
2015 Q4	$66K	Hold	510	–	–	0.02%	222
2015 Q3	$55K	Buy	510 +57	+13%	+$6.76K	0.02%	205
2015 Q2	$56K	Buy	453 +83	+22%	+$10.6K	0.03%	175
2015 Q1	$47K	Hold	370	–	–	0.02%	188
2014 Q4	$44K	Hold	370	–	–	0.01%	197
2014 Q3	$41K	Buy	370 +321	+655%	+$35.7K	0.01%	200
2014 Q2	$6K	Buy	+49	New	+$5.51K	﹤0.01%	365

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

JFS Wealth Advisors's WTW Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Willis Towers Watson (WTW) stake by 7.1% in Q2 2026, selling an estimated $1.34K and leaving 65 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

JFS Wealth Advisors first reported a position in WTW in Q2 2014 and has held it in 34 quarters since. The position peaked at $67K in Q3 2016. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

JFS Wealth Advisors held 65 shares of Willis Towers Watson worth $17K as of Q2 2026.
JFS Wealth Advisors sold 5 Willis Towers Watson shares in Q2 2026, an estimated $1.34K.
Willis Towers Watson made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #809 holding.
JFS Wealth Advisors first reported a position in Willis Towers Watson in Q2 2014 and has held it in 34 quarters since.
JFS Wealth Advisors's Willis Towers Watson position peaked at $67K in Q3 2016.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.