Principia Wealth Advisory’s Willis Towers Watson WTW Stock Holding History

Principia Wealth Advisory’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	$1.04K	Sell	4 -2	-33%	-$535	﹤0.01%	752
2026 Q1	$1.74K	Buy	6 +1	+20%	+$307	﹤0.01%	552
2025 Q4	$1.64K	Buy	5 +2	+67%	+$655	﹤0.01%	511
2025 Q3	$1.04K	Hold	3	–	–	﹤0.01%	631
2025 Q2	$920	Buy	3 +1	+50%	+$310	﹤0.01%	599
2025 Q1	$630	Hold	2	–	–	﹤0.01%	515
2024 Q4	$626	Buy	+2	New	+$613	﹤0.01%	484

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

Principia Wealth Advisory's WTW Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Willis Towers Watson (WTW) stake by 33% in Q2 2026, selling an estimated $535 and leaving 4 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Principia Wealth Advisory first reported a position in WTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74K in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Principia Wealth Advisory held 4 shares of Willis Towers Watson worth $1.04K as of Q2 2026.
Principia Wealth Advisory sold 2 Willis Towers Watson shares in Q2 2026, an estimated $535.
Willis Towers Watson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #752 holding.
Principia Wealth Advisory first reported a position in Willis Towers Watson in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Willis Towers Watson position peaked at $1.74K in Q1 2026.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.