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
2020 Q3	–	Sell	-3,300	Closed	-$3K	–	383
2020 Q2	$3K	Hold	3,300	–	–	﹤0.01%	331
2020 Q1	$65K	Hold	3,300	–	–	0.01%	285
2019 Q4	$666K	Sell	3,300 -3,400	-51%	-$652K	0.12%	156
2019 Q3	$7K	Hold	6,700	–	–	﹤0.01%	304
2019 Q2	$18K	Sell	6,700 -2,300	-26%	-$416K	﹤0.01%	305
2019 Q1	$1K	Buy	+9,000	New	+$1.49M	﹤0.01%	311
2018 Q3	–	Sell	-9,000	Closed	-$8K	–	1014
2018 Q2	$8K	Hold	9,000	–	–	﹤0.01%	883
2018 Q1	$27K	Buy	+9,000	New	+$1.41M	0.01%	724

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.