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Kestra Private Wealth Services’s Willis Towers Watson WTW Stock Holding History

Kestra Private Wealth 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 		– Sell
-2,561
Closed -$744K – 1919
2026
Q1 		$744K Sell
2,561
-2,807
-52% -$861K 0.01% 993
2025
Q4 		$1.76M Buy
5,368
+1,944
+57% +$636K 0.02% 585
2025
Q3 		$1.18M Buy
3,424
+2,286
+201% +$740K 0.02% 710
2025
Q2 		$349K Sell
1,138
-17
-1% -$5.27K 0.01% 1201
2025
Q1 		$390K Sell
1,155
-217
-16% -$70.7K 0.01% 1080
2024
Q4 		$430K Buy
1,372
+18
+1% +$5.52K 0.01% 996
2024
Q3 		$399K Sell
1,354
-76
-5% -$21.3K 0.01% 974
2024
Q2 		$375K Buy
1,430
+24
+2% +$6.2K 0.01% 953
2024
Q1 		$387K Buy
1,406
+180
+15% +$47.3K 0.01% 908
2023
Q4 		$296K Buy
1,226
+22
+2% +$5.09K 0.01% 956
2023
Q3 		$252K Buy
1,204
+37
+3% +$7.89K 0.01% 947
2023
Q2 		$275K Sell
1,167
-19
-2% -$4.38K 0.01% 847
2023
Q1 		$276K Buy
1,186
+115
+11% +$27.8K 0.01% 820
2022
Q4 		$262K Sell
1,071
-382
-26% -$87.3K 0.01% 709
2022
Q3 		$292K Buy
+1,453
New +$300K 0.02% 669

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 $3.38T AUM 44.17% 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 Private Wealth Services's WTW Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 2,561 shares — an estimated $744K sold.

Kestra Private Wealth Services first reported a position in WTW in Q3 2022 and held it in 15 quarters. The position peaked at $1.76M in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,561 Willis Towers Watson shares in Q2 2026, an estimated $744K.
  • Kestra Private Wealth Services first reported a position in Willis Towers Watson in Q3 2022 and held it in 15 quarters.
  • Kestra Private Wealth Services's Willis Towers Watson position peaked at $1.76M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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