Physician Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Physician Wealth 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	$4.18K	Buy	16 +13	+433%	+$3.48K	﹤0.01%	1176
2026 Q1	$873	Sell	3 -4	-57%	-$1.23K	﹤0.01%	1752
2025 Q4	$2.3K	Sell	7 -35	-83%	-$11.5K	﹤0.01%	1224
2025 Q3	$14.5K	Buy	+42	New	+$13.6K	﹤0.01%	648

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Physician Wealth Advisors's WTW Position: Q2 2026 in Review

Physician Wealth Advisors increased its Willis Towers Watson (WTW) stake by 433% in Q2 2026, buying an estimated $3.48K and bringing the position to 16 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Physician Wealth Advisors first reported a position in WTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.5K in Q3 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Physician Wealth Advisors held 16 shares of Willis Towers Watson worth $4.18K as of Q2 2026.
Physician Wealth Advisors bought 13 Willis Towers Watson shares in Q2 2026, an estimated $3.48K.
Willis Towers Watson made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1176 holding.
Physician Wealth Advisors first reported a position in Willis Towers Watson in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Willis Towers Watson position peaked at $14.5K in Q3 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.