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Traphagen Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Traphagen Investment 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 		$204K Sell
781
-1,005
-56% -$269K 0.01% 205
2026
Q1 		$519K Hold
1,786
– – 0.04% 122
2025
Q4 		$587K Buy
+1,786
New +$585K 0.05% 110

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

Traphagen Investment Advisors's WTW Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Willis Towers Watson (WTW) stake by 56% in Q2 2026, selling an estimated $269K and leaving 781 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #205.

Traphagen Investment Advisors first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $587K in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Traphagen Investment Advisors held 781 shares of Willis Towers Watson worth $204K as of Q2 2026.
  • Traphagen Investment Advisors sold 1,005 Willis Towers Watson shares in Q2 2026, an estimated $269K.
  • Willis Towers Watson made up 0.01% of Traphagen Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • Traphagen Investment Advisors first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Traphagen Investment Advisors's Willis Towers Watson position peaked at $587K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.