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Parkworth Wealth Management’s Willis Towers Watson WTW Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$613 Hold
2
– – ﹤0.01% 575
2025
Q1 		$676 Hold
2
– – ﹤0.01% 344
2024
Q4 		$626 Buy
+2
New +$613 ﹤0.01% 371

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's WTW Position: Q2 2025 in Review

Parkworth Wealth Management held its Willis Towers Watson (WTW) position steady in Q2 2025 at 2 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Parkworth Wealth Management first reported a position in WTW in Q4 2024 and has held it in 3 quarters since. The position peaked at $676 in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Willis Towers Watson worth $613 as of Q2 2025.
  • Parkworth Wealth Management left its Willis Towers Watson share count unchanged in Q2 2025.
  • Willis Towers Watson made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #575 holding.
  • Parkworth Wealth Management first reported a position in Willis Towers Watson in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Willis Towers Watson position peaked at $676 in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.