QWM
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Quaker Wealth Management’s Willis Towers Watson WTW Stock Holding History

Quaker 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 		– Sell
-2
Closed -$676 – 1742
2025
Q1 		$676 Buy
+2
New +$652 ﹤0.01% 567

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Quaker Wealth Management's WTW Position: Q2 2026 in Review

Quaker Wealth Management held its Willis Towers Watson (WTW) position steady in Q2 2026 at 2 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Quaker Wealth Management first reported a position in WTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $613 in Q2 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Quaker Wealth Management held 2 shares of Willis Towers Watson worth $523 as of Q2 2026.
  • Quaker Wealth Management left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #735 holding.
  • Quaker Wealth Management first reported a position in Willis Towers Watson in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Willis Towers Watson position peaked at $613 in Q2 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.