ORG Wealth Partners
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ORG Wealth Partners’s Willis Towers Watson WTW Stock Holding History

ORG Wealth Partners’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
Q3 		$13.8K Sell
48
-922
-95% -$291K ﹤0.01% 647
2026
Q2 		$254K Buy
970
+343
+55% +$91.8K 0.04% 226
2026
Q1 		$182K Buy
627
+154
+33% +$47.2K 0.04% 241
2025
Q4 		$155K Buy
+473
New +$155K 0.04% 238

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ORG Wealth Partners's WTW Position: Q3 2026 in Review

ORG Wealth Partners reduced its Willis Towers Watson (WTW) stake by 95% in Q3 2026, selling an estimated $291K and leaving 48 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

ORG Wealth Partners first reported a position in WTW in Q4 2025 and has held it in 4 quarters since. The position peaked at $254K in Q2 2026. 506 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • ORG Wealth Partners held 48 shares of Willis Towers Watson worth $13.8K as of Q3 2026.
  • ORG Wealth Partners sold 922 Willis Towers Watson shares in Q3 2026, an estimated $291K.
  • Willis Towers Watson made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #647 holding.
  • ORG Wealth Partners first reported a position in Willis Towers Watson in Q4 2025 and has held it in 4 quarters since.
  • ORG Wealth Partners's Willis Towers Watson position peaked at $254K in Q2 2026.
  • 506 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.