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

Spire 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 		$2.88K Sell
11
-61
-85% -$16.3K ﹤0.01% 1936
2026
Q1 		$20.9K Sell
72
-9
-11% -$2.76K ﹤0.01% 1407
2025
Q4 		$26.8K Sell
81
-15
-16% -$4.91K ﹤0.01% 1375
2025
Q3 		$33.2K Buy
96
+15
+19% +$4.86K ﹤0.01% 1360
2025
Q2 		$24.8K Sell
81
-9
-10% -$2.79K ﹤0.01% 1433
2025
Q1 		$30.4K Sell
90
-7
-7% -$2.28K ﹤0.01% 1467
2024
Q4 		$30.4K Sell
97
-12
-11% -$3.68K ﹤0.01% 1470
2024
Q3 		$32.1K Buy
109
+4
+4% +$1.12K ﹤0.01% 1278
2024
Q2 		$27.5K Buy
105
+30
+40% +$7.75K ﹤0.01% 1322
2024
Q1 		$20.7K Sell
75
-44
-37% -$11.6K ﹤0.01% 1505
2023
Q4 		$29.8K Buy
119
+1
+0.8% +$231 ﹤0.01% 1383
2023
Q3 		$24.7K Buy
118
+17
+17% +$3.63K ﹤0.01% 1424
2023
Q2 		$23.9K Buy
101
+27
+36% +$6.22K ﹤0.01% 1517
2023
Q1 		$17.2K Buy
74
+19
+35% +$4.59K ﹤0.01% 1678
2022
Q4 		$13K Hold
55
– – ﹤0.01% 1531
2022
Q3 		$11K Sell
55
-314
-85% -$64.8K ﹤0.01% 1550
2022
Q2 		$73K Buy
369
+314
+571% +$67.3K ﹤0.01% 1155
2022
Q1 		$13K Sell
55
-46
-46% -$10.5K ﹤0.01% 1961
2021
Q4 		$24K Buy
101
+46
+84% +$10.9K ﹤0.01% 2057
2021
Q3 		$13K Hold
55
– – ﹤0.01% 2019
2021
Q2 		$13K Sell
55
-30
-35% -$7.46K ﹤0.01% 2042
2021
Q1 		$19K Buy
+85
New +$18.5K ﹤0.01% 2175

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

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

Spire Wealth Management reduced its Willis Towers Watson (WTW) stake by 85% in Q2 2026, selling an estimated $16.3K and leaving 11 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Spire Wealth Management first reported a position in WTW in Q1 2021 and has held it in 22 quarters since. The position peaked at $73K in Q2 2022. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Spire Wealth Management held 11 shares of Willis Towers Watson worth $2.88K as of Q2 2026.
  • Spire Wealth Management sold 61 Willis Towers Watson shares in Q2 2026, an estimated $16.3K.
  • Willis Towers Watson made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1936 holding.
  • Spire Wealth Management first reported a position in Willis Towers Watson in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Willis Towers Watson position peaked at $73K in Q2 2022.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.