JPL Wealth Management
WTW icon

JPL Wealth Management’s Willis Towers Watson WTW Stock Holding History

JPL Wealth Management’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
Q3 		$577 Sell
2
-4
-67% -$1.26K ﹤0.01% 1215
2026
Q2 		$1.57K Buy
6
+5
+500% +$1.34K ﹤0.01% 1158
2026
Q1 		$291 Buy
+1
New +$307 ﹤0.01% 1371
2025
Q4 		– Sell
-16
Closed -$5.53K – 1142
2025
Q3 		$5.53K Buy
+16
New +$5.18K ﹤0.01% 649

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JPL Wealth Management's WTW Position: Q3 2026 in Review

JPL Wealth Management reduced its Willis Towers Watson (WTW) stake by 67% in Q3 2026, selling an estimated $1.26K and leaving 2 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

JPL Wealth Management first reported a position in WTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.53K in Q3 2025. 556 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • JPL Wealth Management held 2 shares of Willis Towers Watson worth $577 as of Q3 2026.
  • JPL Wealth Management sold 4 Willis Towers Watson shares in Q3 2026, an estimated $1.26K.
  • Willis Towers Watson made up ﹤0.01% of JPL Wealth Management's portfolio in Q3 2026, its #1215 holding.
  • JPL Wealth Management first reported a position in Willis Towers Watson in Q3 2025 and has held it in 4 quarters since.
  • JPL Wealth Management's Willis Towers Watson position peaked at $5.53K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.