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Stratos Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Stratos Wealth Partners’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 		$2.35M Buy
9,005
+1,392
+18% +$372K 0.02% 547
2026
Q1 		$2.21M Sell
7,613
-187
-2% -$57.4K 0.03% 536
2025
Q4 		$2.56M Sell
7,800
-1,512
-16% -$495K 0.03% 488
2025
Q3 		$3.22M Buy
9,312
+1,534
+20% +$497K 0.04% 412
2025
Q2 		$2.38M Buy
7,778
+827
+12% +$256K 0.03% 449
2025
Q1 		$2.35M Sell
6,951
-147
-2% -$47.9K 0.04% 406
2024
Q4 		$2.22M Buy
7,098
+1,288
+22% +$395K 0.03% 448
2024
Q3 		$1.71M Sell
5,810
-149
-3% -$41.7K 0.02% 501
2024
Q2 		$1.56M Buy
5,959
+563
+10% +$145K 0.03% 509
2024
Q1 		$1.48M Buy
5,396
+259
+5% +$68.1K 0.02% 527
2023
Q4 		$1.24M Buy
5,137
+14
+0.3% +$3.24K 0.02% 548
2023
Q3 		$1.07M Buy
5,123
+681
+15% +$145K 0.02% 551
2023
Q2 		$1.05M Sell
4,442
-14
-0.3% -$3.23K 0.02% 516
2023
Q1 		$1.04M Sell
4,456
-175
-4% -$42.3K 0.03% 472
2022
Q4 		$1.13M Sell
4,631
-47
-1% -$10.7K 0.03% 477
2022
Q3 		$940K Buy
4,678
+251
+6% +$51.8K 0.03% 501
2022
Q2 		$874K Buy
4,427
+26
+0.6% +$5.57K 0.02% 548
2022
Q1 		$1.04M Sell
4,401
-5
-0.1% -$1.15K 0.02% 537
2021
Q4 		$1.05M Buy
4,406
+7
+0.2% +$1.66K 0.02% 548
2021
Q3 		$1.02M Buy
4,399
+6
+0.1% +$1.34K 0.03% 519
2021
Q2 		$1.01M Hold
4,393
– – 0.03% 543
2021
Q1 		$1M Buy
4,393
+8
+0.2% +$1.74K 0.03% 495
2020
Q4 		$924K Hold
4,385
– – 0.03% 469
2020
Q3 		$916K Hold
4,385
– – 0.03% 422
2020
Q2 		$864K Hold
4,385
– – 0.03% 411
2020
Q1 		$745K Buy
4,385
+15
+0.3% +$2.95K 0.03% 395
2019
Q4 		$882K Hold
4,370
– – 0.03% 422
2019
Q3 		$843K Buy
+4,370
New +$853K 0.04% 413

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

Stratos Wealth Partners's WTW Position: Q2 2026 in Review

Stratos Wealth Partners increased its Willis Towers Watson (WTW) stake by 18% in Q2 2026, buying an estimated $372K and bringing the position to 9,005 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #547.

Stratos Wealth Partners first reported a position in WTW in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.22M in Q3 2025. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Stratos Wealth Partners held 9,005 shares of Willis Towers Watson worth $2.35M as of Q2 2026.
  • Stratos Wealth Partners bought 1,392 Willis Towers Watson shares in Q2 2026, an estimated $372K.
  • Willis Towers Watson made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #547 holding.
  • Stratos Wealth Partners first reported a position in Willis Towers Watson in Q3 2019 and has held it in 28 quarters since.
  • Stratos Wealth Partners's Willis Towers Watson position peaked at $3.22M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.