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Purpose Unlimited Inc’s Willis Towers Watson WTW Stock Holding History

Purpose Unlimited Inc’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 		$1.57K Sell
6
-5
-45% -$1.34K ﹤0.01% 547
2026
Q1 		$3.2K Sell
11
-28
-72% -$8.59K ﹤0.01% 469
2025
Q4 		$12.8K Buy
+39
New +$12.8K ﹤0.01% 295

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Dodge & Cox
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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 $3.38T AUM 44.17% 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

Purpose Unlimited Inc's WTW Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Willis Towers Watson (WTW) stake by 45% in Q2 2026, selling an estimated $1.34K and leaving 6 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Purpose Unlimited Inc first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.8K in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Purpose Unlimited Inc held 6 shares of Willis Towers Watson worth $1.57K as of Q2 2026.
  • Purpose Unlimited Inc sold 5 Willis Towers Watson shares in Q2 2026, an estimated $1.34K.
  • Willis Towers Watson made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #547 holding.
  • Purpose Unlimited Inc first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's Willis Towers Watson position peaked at $12.8K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.