Mount Yale Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Mount Yale Investment 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	$366K	Buy	1,394 +10	+0.7%	+$2.67K	0.01%	904
2026 Q1	$403K	Buy	1,384 +580	+72%	+$178K	0.01%	785
2025 Q4	$265K	Buy	+804	New	+$263K	0.01%	624
2025 Q3	–	Sell	-126	Closed	-$38.6K	–	1621
2025 Q2	$38.6K	Buy	+126	New	+$39.1K	﹤0.01%	886
2020 Q3	–	Sell	-3,300	Closed	-$650K	–	382
2020 Q2	$650K	Hold	3,300	–	–	0.12%	184
2020 Q1	$561K	Hold	3,300	–	–	0.13%	153
2019 Q4	$697K	Sell	3,300 -3,400	-51%	-$652K	0.12%	150
2019 Q3	$1.25M	Hold	6,700	–	–	0.22%	102
2019 Q2	$1.29M	Sell	6,700 -2,393	-26%	-$433K	0.24%	96
2019 Q1	$1.6M	Hold	9,093	–	–	0.3%	81
2018 Q4	$1.55M	Hold	9,093	–	–	0.31%	80
2018 Q3	$1.44M	Hold	9,093	–	–	0.25%	88
2018 Q2	$1.38M	Hold	9,093	–	–	0.26%	91
2018 Q1	$1.38M	Buy	+9,093	New	+$1.43M	0.3%	86

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's WTW Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Willis Towers Watson (WTW) stake by 0.72% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,394 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #904.

Mount Yale Investment Advisors first reported a position in WTW in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2019. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Mount Yale Investment Advisors held 1,394 shares of Willis Towers Watson worth $366K as of Q2 2026.
Mount Yale Investment Advisors bought 10 Willis Towers Watson shares in Q2 2026, an estimated $2.67K.
Willis Towers Watson made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #904 holding.
Mount Yale Investment Advisors first reported a position in Willis Towers Watson in Q1 2018 and has held it in 14 quarters since.
Mount Yale Investment Advisors's Willis Towers Watson position peaked at $1.6M in Q1 2019.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.