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Kestra Advisory Services’s Willis Towers Watson WTW Stock Holding History

Kestra Advisory Services’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 		$472K Sell
1,799
-32
-2% -$8.56K ﹤0.01% 2384
2026
Q1 		$532K Sell
1,831
-299
-14% -$91.7K ﹤0.01% 2172
2025
Q4 		$700K Sell
2,130
-695
-25% -$228K ﹤0.01% 1911
2025
Q3 		$976K Sell
2,825
-21
-0.7% -$6.8K ﹤0.01% 1610
2025
Q2 		$872K Sell
2,846
-11
-0.4% -$3.41K ﹤0.01% 1576
2025
Q1 		$966K Buy
2,857
+749
+36% +$244K ﹤0.01% 1410
2024
Q4 		$660K Buy
2,108
+100
+5% +$30.7K ﹤0.01% 1675
2024
Q3 		$591K Buy
2,008
+105
+6% +$29.4K ﹤0.01% 1662
2024
Q2 		$499K Buy
1,903
+117
+7% +$30.2K ﹤0.01% 1779
2024
Q1 		$491K Sell
1,786
-307
-15% -$80.8K ﹤0.01% 1677
2023
Q4 		$505K Buy
2,093
+350
+20% +$80.9K ﹤0.01% 1527
2023
Q3 		$364K Buy
1,743
+60
+4% +$12.8K ﹤0.01% 1548
2023
Q2 		$396K Buy
1,683
+47
+3% +$10.8K ﹤0.01% 1440
2023
Q1 		$380K Sell
1,636
-829
-34% -$200K ﹤0.01% 1429
2022
Q4 		$603K Buy
2,465
+153
+7% +$35K 0.01% 1289
2022
Q3 		$465K Sell
2,312
-722
-24% -$149K 0.01% 1356
2022
Q2 		$599K Buy
3,034
+788
+35% +$169K 0.01% 1218
2022
Q1 		$531K Sell
2,246
-397
-15% -$90.9K 0.01% 1257
2021
Q4 		$628K Buy
2,643
+850
+47% +$201K 0.01% 1196
2021
Q3 		$417K Buy
+1,793
New +$399K ﹤0.01% 1486

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

Kestra Advisory Services's WTW Position: Q2 2026 in Review

Kestra Advisory Services reduced its Willis Towers Watson (WTW) stake by 1.7% in Q2 2026, selling an estimated $8.56K and leaving 1,799 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Kestra Advisory Services first reported a position in WTW in Q3 2021 and has held it in 20 quarters since. The position peaked at $976K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Kestra Advisory Services held 1,799 shares of Willis Towers Watson worth $472K as of Q2 2026.
  • Kestra Advisory Services sold 32 Willis Towers Watson shares in Q2 2026, an estimated $8.56K.
  • Willis Towers Watson made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2384 holding.
  • Kestra Advisory Services first reported a position in Willis Towers Watson in Q3 2021 and has held it in 20 quarters since.
  • Kestra Advisory Services's Willis Towers Watson position peaked at $976K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.