Lido Advisors
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Lido Advisors’s Willis Towers Watson WTW Stock Holding History

Lido 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 		– Sell
-1,631
Closed -$476K – 2284
2026
Q1 		$476K Sell
1,631
-729
-31% -$224K ﹤0.01% 1322
2025
Q4 		$806K Buy
2,360
+88
+4% +$28.8K ﹤0.01% 1101
2025
Q3 		$787K Buy
2,272
+734
+48% +$238K ﹤0.01% 1053
2025
Q2 		$473K Buy
1,538
+398
+35% +$123K ﹤0.01% 1126
2025
Q1 		$386K Sell
1,140
-207
-15% -$67.5K ﹤0.01% 1106
2024
Q4 		$423K Buy
1,347
+54
+4% +$16.6K ﹤0.01% 1063
2024
Q3 		$381K Buy
1,293
+95
+8% +$26.6K ﹤0.01% 1054
2024
Q2 		$315K Buy
1,198
+29
+2% +$7.49K ﹤0.01% 1095
2024
Q1 		$322K Buy
1,169
+28
+2% +$7.37K ﹤0.01% 1058
2023
Q4 		$276K Buy
1,141
+146
+15% +$33.8K ﹤0.01% 1075
2023
Q3 		$208K Buy
+995
New +$212K ﹤0.01% 1067

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

Lido Advisors's WTW Position: Q2 2026 in Review

Lido Advisors sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 1,631 shares — an estimated $476K sold.

Lido Advisors first reported a position in WTW in Q3 2023 and held it in 11 quarters. The position peaked at $806K in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Lido Advisors reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 1,631 Willis Towers Watson shares in Q2 2026, an estimated $476K.
  • Lido Advisors first reported a position in Willis Towers Watson in Q3 2023 and held it in 11 quarters.
  • Lido Advisors's Willis Towers Watson position peaked at $806K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.