Seed Wealth Management’s Willis Towers Watson WTW Stock Holding History

Seed 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	$254K	Hold	970	–	–	0.16%	84
2026 Q1	$282K	Hold	970	–	–	0.19%	77
2025 Q4	$319K	Hold	970	–	–	0.22%	67
2025 Q3	$335K	Hold	970	–	–	0.23%	71
2025 Q2	$297K	Hold	970	–	–	0.22%	106
2025 Q1	$328K	Hold	970	–	–	0.27%	94
2024 Q4	$304K	Hold	970	–	–	0.25%	103
2024 Q3	$286K	Hold	970	–	–	0.23%	114
2024 Q2	$254K	Buy	970 +120	+14%	+$31K	0.22%	117
2024 Q1	$232K	Hold	850	–	–	0.22%	124
2023 Q4	$204K	Buy	+850	New	+$197K	0.21%	137
2023 Q3	–	Sell	-850	Closed	-$200K	–	145
2023 Q2	$200K	Buy	+850	New	+$196K	0.21%	137
2023 Q1	–	Sell	-850	Closed	-$208K	–	138
2022 Q4	$208K	Buy	+850	New	+$194K	0.24%	123

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

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

Seed Wealth Management held its Willis Towers Watson (WTW) position steady in Q2 2026 at 970 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #84.

Seed Wealth Management first reported a position in WTW in Q4 2022 and has held it in 13 quarters since. The position peaked at $335K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Seed Wealth Management held 970 shares of Willis Towers Watson worth $254K as of Q2 2026.
Seed Wealth Management left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up 0.16% of Seed Wealth Management's portfolio in Q2 2026, its #84 holding.
Seed Wealth Management first reported a position in Willis Towers Watson in Q4 2022 and has held it in 13 quarters since.
Seed Wealth Management's Willis Towers Watson position peaked at $335K in Q3 2025.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.