KWM
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Kingsview Wealth Management’s Willis Towers Watson WTW Stock Holding History

Kingsview 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
Q2 		$5.29M Sell
20,239
-16,437
-45% -$4.4M 0.06% 281
2026
Q1 		$10.7M Buy
36,676
+9,914
+37% +$3.04M 0.15% 127
2025
Q4 		$8.79M Sell
26,762
-3,235
-11% -$1.06M 0.13% 151
2025
Q3 		$10.4M Buy
29,997
+474
+2% +$154K 0.16% 122
2025
Q2 		$9.05M Buy
29,523
+386
+1% +$120K 0.15% 140
2025
Q1 		$9.85M Sell
29,137
-4,023
-12% -$1.31M 0.19% 114
2024
Q4 		$10.4M Buy
33,160
+2,198
+7% +$674K 0.2% 96
2024
Q3 		$9.12M Buy
30,962
+676
+2% +$189K 0.19% 103
2024
Q2 		$7.94M Buy
+30,286
New +$7.82M 0.19% 118

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

Kingsview Wealth Management's WTW Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Willis Towers Watson (WTW) stake by 45% in Q2 2026, selling an estimated $4.4M and leaving 20,239 shares worth $5.29M. The position accounts for 0.06% of the portfolio, ranked #281.

Kingsview Wealth Management first reported a position in WTW in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.7M in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Kingsview Wealth Management held 20,239 shares of Willis Towers Watson worth $5.29M as of Q2 2026.
  • Kingsview Wealth Management sold 16,437 Willis Towers Watson shares in Q2 2026, an estimated $4.4M.
  • Willis Towers Watson made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Kingsview Wealth Management first reported a position in Willis Towers Watson in Q2 2024 and has held it in 9 quarters since.
  • Kingsview Wealth Management's Willis Towers Watson position peaked at $10.7M in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.