Red Door Wealth Management’s Willis Towers Watson WTW Stock Holding History

Red Door 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
2026 Q2	$217K	Buy	829 +5	+0.6%	+$1.34K	0.02%	302
2026 Q1	$240K	Sell	824 -17	-2%	-$5.22K	0.02%	260
2025 Q4	$276K	Buy	841 +1	+0.1%	+$327	0.03%	241
2025 Q3	$290K	Hold	840	–	–	0.03%	226
2025 Q2	$257K	Hold	840	–	–	0.03%	230
2025 Q1	$284K	Hold	840	–	–	0.04%	186
2024 Q4	$263K	Hold	840	–	–	0.04%	192
2024 Q3	$247K	Hold	840	–	–	0.04%	191
2024 Q2	$220K	Sell	840 -6	-0.7%	-$1.55K	0.04%	183
2024 Q1	$233K	Hold	846	–	–	0.04%	177
2023 Q4	$204K	Buy	+846	New	+$196K	0.04%	189
2023 Q1	–	Sell	-847	Closed	-$207K	–	152
2022 Q4	$207K	Buy	+847	New	+$194K	0.07%	134
2021 Q3	–	Sell	-428	Closed	-$98K	–	618
2021 Q2	$98K	Buy	+428	New	+$106K	0.04%	201
2020 Q3	–	Sell	-75	Closed	-$14K	–	437
2020 Q2	$14K	Hold	75	–	–	0.01%	292
2020 Q1	$12K	Buy	+75	New	+$14.7K	0.01%	281

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RRAM

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

ETC

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Red Door Wealth Management's WTW Position: Q2 2026 in Review

Red Door Wealth Management increased its Willis Towers Watson (WTW) stake by 0.61% in Q2 2026, buying an estimated $1.34K and bringing the position to 829 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #302.

Red Door Wealth Management first reported a position in WTW in Q1 2020 and has held it in 15 quarters since. The position peaked at $290K in Q3 2025. 276 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Red Door Wealth Management held 829 shares of Willis Towers Watson worth $217K as of Q2 2026.
Red Door Wealth Management bought 5 Willis Towers Watson shares in Q2 2026, an estimated $1.34K.
Willis Towers Watson made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #302 holding.
Red Door Wealth Management first reported a position in Willis Towers Watson in Q1 2020 and has held it in 15 quarters since.
Red Door Wealth Management's Willis Towers Watson position peaked at $290K in Q3 2025.
276 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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