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Transcend Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Transcend Capital Advisors’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 		$570K Sell
2,179
-221
-9% -$59.1K 0.04% 411
2026
Q1 		$698K Buy
2,400
+439
+22% +$135K 0.06% 311
2025
Q4 		$644K Buy
1,961
+218
+13% +$71.4K 0.05% 317
2025
Q3 		$602K Buy
1,743
+528
+43% +$171K 0.04% 336
2025
Q2 		$372K Buy
1,215
+579
+91% +$180K 0.03% 397
2025
Q1 		$215K Buy
+636
New +$207K 0.02% 554

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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's WTW Position: Q2 2026 in Review

Transcend Capital Advisors reduced its Willis Towers Watson (WTW) stake by 9.2% in Q2 2026, selling an estimated $59.1K and leaving 2,179 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #411.

Transcend Capital Advisors first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $698K in Q1 2026. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Transcend Capital Advisors held 2,179 shares of Willis Towers Watson worth $570K as of Q2 2026.
  • Transcend Capital Advisors sold 221 Willis Towers Watson shares in Q2 2026, an estimated $59.1K.
  • Willis Towers Watson made up 0.04% of Transcend Capital Advisors's portfolio in Q2 2026, its #411 holding.
  • Transcend Capital Advisors first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
  • Transcend Capital Advisors's Willis Towers Watson position peaked at $698K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.