PFS Partners’s Willis Towers Watson WTW Stock Holding History

PFS 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	$105K	Buy	401 +1	+0.3%	+$268	0.04%	136
2026 Q1	$116K	Hold	400	–	–	0.05%	119
2025 Q4	$131K	Hold	400	–	–	0.06%	103
2025 Q3	$138K	Hold	400	–	–	0.07%	95
2025 Q2	$123K	Hold	400	–	–	0.06%	94
2025 Q1	$135K	Hold	400	–	–	0.07%	83
2024 Q4	$125K	Sell	400 -57	-12%	-$17.5K	0.07%	90
2024 Q3	$135K	Hold	457	–	–	0.08%	81
2024 Q2	$120K	Hold	457	–	–	0.07%	77
2024 Q1	$126K	Hold	457	–	–	0.08%	75
2023 Q4	$110K	Hold	457	–	–	0.08%	83
2023 Q3	$95.5K	Hold	457	–	–	0.08%	68
2023 Q2	$108K	Hold	457	–	–	0.09%	68
2023 Q1	$106K	Hold	457	–	–	0.1%	61
2022 Q4	$112K	Hold	457	–	–	0.12%	55
2022 Q3	$91.8K	Hold	457	–	–	0.1%	61
2022 Q2	$90.2K	Hold	457	–	–	0.09%	63
2022 Q1	$108K	Hold	457	–	–	0.09%	64
2021 Q4	$109K	Buy	+457	New	+$108K	0.08%	68

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

PFS Partners's WTW Position: Q2 2026 in Review

PFS Partners increased its Willis Towers Watson (WTW) stake by 0.25% in Q2 2026, buying an estimated $268 and bringing the position to 401 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #136.

PFS Partners first reported a position in WTW in Q4 2021 and has held it in 19 quarters since. The position peaked at $138K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

PFS Partners held 401 shares of Willis Towers Watson worth $105K as of Q2 2026.
PFS Partners bought 1 Willis Towers Watson share in Q2 2026, an estimated $268.
Willis Towers Watson made up 0.04% of PFS Partners's portfolio in Q2 2026, its #136 holding.
PFS Partners first reported a position in Willis Towers Watson in Q4 2021 and has held it in 19 quarters since.
PFS Partners's Willis Towers Watson position peaked at $138K in Q3 2025.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.