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

TopTier 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 		– Sell
-1
Closed -$291 – 744
2026
Q1 		$291 Buy
+1
New +$307 ﹤0.01% 705

Other funds holding WTW

Massachusetts Financial Services
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BlackRock
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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

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

TopTier Wealth Management sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 1 share — an estimated $291 sold.

TopTier Wealth Management first reported a position in WTW in Q1 2026 and held it in 1 quarter. The position peaked at $291 in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • TopTier Wealth Management reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 1 Willis Towers Watson share in Q2 2026, an estimated $291.
  • TopTier Wealth Management first reported a position in Willis Towers Watson in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Willis Towers Watson position peaked at $291 in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.