Simplicity Wealth’s Willis Towers Watson WTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$312K Buy
+1,193
New +$319K 0.01% 818
2024
Q3
Sell
-2,428
Closed -$636K 1231
2024
Q2
$636K Sell
2,428
-31
-1% -$8K 0.01% 662
2024
Q1
$676K Buy
+2,459
New +$647K 0.02% 634

Other funds holding WTW

Simplicity Wealth's WTW Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Willis Towers Watson (WTW) in Q2 2026: 1,193 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in WTW as recently as Q2 2024.

Simplicity Wealth first reported a position in WTW in Q1 2024 and has held it in 3 quarters since. The position peaked at $676K in Q1 2024. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Simplicity Wealth held 1,193 shares of Willis Towers Watson worth $312K as of Q2 2026.
  • Willis Towers Watson was a new Simplicity Wealth position in Q2 2026.
  • Willis Towers Watson made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #818 holding.
  • Simplicity Wealth first reported a position in Willis Towers Watson in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Willis Towers Watson position peaked at $676K in Q1 2024.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.