Sanctuary Advisors’s Willis Towers Watson WTW Stock Holding History

Sanctuary 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	$611K	Sell	2,336 -65	-3%	-$17.4K	﹤0.01%	1823
2026 Q1	$698K	Sell	2,401 -1,631	-40%	-$500K	﹤0.01%	1556
2025 Q4	$1.32M	Buy	4,032 +9	+0.2%	+$2.95K	0.01%	1164
2025 Q3	$1.39M	Buy	4,023 +266	+7%	+$86.1K	0.01%	1108
2025 Q2	$1.15M	Buy	3,757 +135	+4%	+$41.9K	0.01%	1138
2025 Q1	$1.22M	Sell	3,622 -513	-12%	-$167K	0.01%	1036
2024 Q4	$1.36M	Buy	4,135 +109	+3%	+$33.4K	0.01%	1073
2024 Q3	$1.27M	Buy	4,026 +460	+13%	+$129K	0.01%	1133
2024 Q2	$895K	Buy	+3,566	New	+$921K	0.01%	1259

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

Sanctuary Advisors's WTW Position: Q2 2026 in Review

Sanctuary Advisors reduced its Willis Towers Watson (WTW) stake by 2.7% in Q2 2026, selling an estimated $17.4K and leaving 2,336 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Sanctuary Advisors first reported a position in WTW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Sanctuary Advisors held 2,336 shares of Willis Towers Watson worth $611K as of Q2 2026.
Sanctuary Advisors sold 65 Willis Towers Watson shares in Q2 2026, an estimated $17.4K.
Willis Towers Watson made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1823 holding.
Sanctuary Advisors first reported a position in Willis Towers Watson in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Willis Towers Watson position peaked at $1.39M in Q3 2025.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.