SFS
WTW icon

Sunrise Financial Services’s Willis Towers Watson WTW Stock Holding History

Sunrise Financial Services’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 		$784 Hold
3
– – ﹤0.01% 515
2026
Q1 		$872 Hold
3
– – ﹤0.01% 512
2025
Q4 		$986 Buy
+3
New +$982 ﹤0.01% 464

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

Sunrise Financial Services's WTW Position: Q2 2026 in Review

Sunrise Financial Services held its Willis Towers Watson (WTW) position steady in Q2 2026 at 3 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Sunrise Financial Services first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $986 in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Sunrise Financial Services held 3 shares of Willis Towers Watson worth $784 as of Q2 2026.
  • Sunrise Financial Services left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #515 holding.
  • Sunrise Financial Services first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Willis Towers Watson position peaked at $986 in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.