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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
Q2 		$254K Buy
970
+343
+55% +$91.8K 0.04% 226
2026
Q1 		$182K Buy
627
+154
+33% +$47.3K 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 $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

ORG Wealth Partners's WTW Position: Q2 2026 in Review

ORG Wealth Partners increased its Willis Towers Watson (WTW) stake by 55% in Q2 2026, buying an estimated $91.8K and bringing the position to 970 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #226.

ORG Wealth Partners first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • ORG Wealth Partners held 970 shares of Willis Towers Watson worth $254K as of Q2 2026.
  • ORG Wealth Partners bought 343 Willis Towers Watson shares in Q2 2026, an estimated $91.8K.
  • Willis Towers Watson made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #226 holding.
  • ORG Wealth Partners first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.