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Twin Peaks Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Twin Peaks Wealth 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 		– Sell
-51
Closed -$14.7K – 2239
2026
Q1 		$14.7K Buy
+51
New +$15.6K ﹤0.01% 847
2025
Q3 		– Sell
-46
Closed -$15.1K – 2167
2025
Q2 		$15.1K Buy
+46
New +$14.3K ﹤0.01% 721

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

Twin Peaks Wealth Advisors's WTW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 51 shares — an estimated $14.7K sold.

Twin Peaks Wealth Advisors first reported a position in WTW in Q2 2025 and held it in 2 quarters. The position peaked at $15.1K in Q2 2025. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 51 Willis Towers Watson shares in Q2 2026, an estimated $14.7K.
  • Twin Peaks Wealth Advisors first reported a position in Willis Towers Watson in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Willis Towers Watson position peaked at $15.1K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.