Occudo Quantitative Strategies’s Willis Towers Watson WTW Stock Holding History

Occudo Quantitative Strategies’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	-3,371	Closed	-$864K	–	993
2026 Q1	$864K	Buy	3,371 +1,368	+68%	+$420K	0.05%	417
2025 Q4	$658K	Buy	+2,003	New	+$656K	0.04%	379
2024 Q4	–	Sell	-13,965	Closed	-$4.11M	–	995
2024 Q3	$4.11M	Buy	+13,965	New	+$3.91M	0.75%	24
2024 Q2	–	Sell	-1,683	Closed	-$463K	–	1031
2024 Q1	$463K	Buy	+1,683	New	+$443K	0.08%	326
2023 Q2	–	Sell	-2,333	Closed	-$542K	–	1330
2023 Q1	$542K	Sell	2,333 -12,347	-84%	-$2.98M	0.05%	494
2022 Q4	$3.59M	Buy	+14,680	New	+$3.35M	0.42%	14
2022 Q3	–	Sell	-8,717	Closed	-$1.72M	–	1436
2022 Q2	$1.72M	Buy	8,717 +6,661	+324%	+$1.43M	0.14%	216
2022 Q1	$486K	Buy	2,056 +952	+86%	+$218K	0.04%	661
2021 Q4	$262K	Buy	+1,104	New	+$261K	0.02%	809
2021 Q3	–	Sell	-5,297	Closed	-$1.22M	–	1167
2021 Q2	$1.22M	Sell	5,297 -4,131	-44%	-$1.03M	0.19%	162
2021 Q1	$2.16M	Buy	9,428 +7,109	+307%	+$1.55M	0.47%	28
2020 Q4	$489K	Buy	+2,319	New	+$477K	0.15%	247

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 $3.37T AUM 44.26% 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

Occudo Quantitative Strategies's WTW Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 3,371 shares — an estimated $864K sold.

Occudo Quantitative Strategies first reported a position in WTW in Q4 2020 and held it in 12 quarters. The position peaked at $4.11M in Q3 2024. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Occudo Quantitative Strategies reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 3,371 Willis Towers Watson shares in Q2 2026, an estimated $864K.
Occudo Quantitative Strategies first reported a position in Willis Towers Watson in Q4 2020 and held it in 12 quarters.
Occudo Quantitative Strategies's Willis Towers Watson position peaked at $4.11M in Q3 2024.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.