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OneDigital Investment Advisors’s Willis Towers Watson WTW Stock Holding History

OneDigital 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 		$804K Sell
3,076
-852
-22% -$228K 0.01% 827
2026
Q1 		$1.14M Buy
3,928
+601
+18% +$184K 0.01% 641
2025
Q4 		$1.09M Sell
3,327
-1,657
-33% -$542K 0.01% 646
2025
Q3 		$1.72M Sell
4,984
-537
-10% -$174K 0.02% 484
2025
Q2 		$1.69M Buy
5,521
+314
+6% +$97.4K 0.02% 476
2025
Q1 		$1.76M Sell
5,207
-74
-1% -$24.1K 0.02% 437
2024
Q4 		$1.65M Sell
5,281
-1,363
-21% -$418K 0.02% 467
2024
Q3 		$1.96M Buy
6,644
+2,775
+72% +$776K 0.02% 442
2024
Q2 		$1.01M Buy
3,869
+1,282
+50% +$331K 0.01% 614
2024
Q1 		$711K Buy
2,587
+119
+5% +$31.3K 0.01% 617
2023
Q4 		$595K Sell
2,468
-25
-1% -$5.78K 0.01% 652
2023
Q3 		$521K Buy
2,493
+33
+1% +$7.04K 0.01% 626
2023
Q2 		$579K Buy
2,460
+418
+20% +$96.3K 0.01% 584
2023
Q1 		$475K Buy
+2,042
New +$494K 0.01% 643

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

OneDigital Investment Advisors's WTW Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Willis Towers Watson (WTW) stake by 22% in Q2 2026, selling an estimated $228K and leaving 3,076 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #827.

OneDigital Investment Advisors first reported a position in WTW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.96M in Q3 2024. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • OneDigital Investment Advisors held 3,076 shares of Willis Towers Watson worth $804K as of Q2 2026.
  • OneDigital Investment Advisors sold 852 Willis Towers Watson shares in Q2 2026, an estimated $228K.
  • Willis Towers Watson made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #827 holding.
  • OneDigital Investment Advisors first reported a position in Willis Towers Watson in Q1 2023 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's Willis Towers Watson position peaked at $1.96M in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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