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Sequoia Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Sequoia Financial 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 		$687K Sell
2,630
-1,036
-28% -$277K ﹤0.01% 1126
2026
Q1 		$1.07M Buy
3,666
+16
+0.4% +$4.91K 0.01% 865
2025
Q4 		$1.2M Buy
3,650
+2,011
+123% +$658K 0.01% 802
2025
Q3 		$566K Buy
1,639
+12
+0.7% +$3.89K ﹤0.01% 1069
2025
Q2 		$499K Buy
1,627
+62
+4% +$19.2K ﹤0.01% 996
2025
Q1 		$529K Buy
1,565
+26
+2% +$8.47K ﹤0.01% 832
2024
Q4 		$482K Sell
1,539
-3
-0.2% -$920 ﹤0.01% 821
2024
Q3 		$454K Buy
1,542
+353
+30% +$98.8K ﹤0.01% 790
2024
Q2 		$312K Buy
1,189
+47
+4% +$12.1K ﹤0.01% 872
2024
Q1 		$314K Sell
1,142
-548
-32% -$144K ﹤0.01% 840
2023
Q4 		$408K Buy
+1,690
New +$391K 0.01% 804
2019
Q2 		– Sell
-1,491
Closed -$262K – 390
2019
Q1 		$262K Hold
1,491
– – 0.02% 301
2018
Q4 		$226K Buy
+1,491
New +$223K 0.03% 253

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

Sequoia Financial Advisors's WTW Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Willis Towers Watson (WTW) stake by 28% in Q2 2026, selling an estimated $277K and leaving 2,630 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Sequoia Financial Advisors first reported a position in WTW in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Sequoia Financial Advisors held 2,630 shares of Willis Towers Watson worth $687K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,036 Willis Towers Watson shares in Q2 2026, an estimated $277K.
  • Willis Towers Watson made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1126 holding.
  • Sequoia Financial Advisors first reported a position in Willis Towers Watson in Q4 2018 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's Willis Towers Watson position peaked at $1.2M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.