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United Asset Strategies’s Willis Towers Watson WTW Stock Holding History

United Asset Strategies’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 		$267K Sell
1,020
-300
-23% -$80.3K 0.02% 243
2026
Q1 		$384K Hold
1,320
– – 0.03% 210
2025
Q4 		$434K Sell
1,320
-100
-7% -$32.7K 0.03% 202
2025
Q3 		$491K Sell
1,420
-151
-10% -$48.9K 0.04% 196
2025
Q2 		$481K Sell
1,571
-50
-3% -$15.5K 0.04% 193
2025
Q1 		$548K Sell
1,621
-300
-16% -$97.8K 0.05% 186
2024
Q4 		$602K Sell
1,921
-600
-24% -$184K 0.06% 171
2024
Q3 		$742K Sell
2,521
-600
-19% -$168K 0.07% 165
2024
Q2 		$818K Hold
3,121
– – 0.08% 147
2024
Q1 		$858K Hold
3,121
– – 0.09% 157
2023
Q4 		$753K Hold
3,121
– – 0.08% 166
2023
Q3 		$652K Buy
3,121
+1,949
+166% +$416K 0.08% 159
2023
Q2 		$276K Hold
1,172
– – 0.03% 203
2023
Q1 		$272K Hold
1,172
– – 0.04% 201
2022
Q4 		$287K Buy
1,172
+19
+2% +$4.34K 0.04% 194
2022
Q3 		$232K Hold
1,153
– – 0.04% 188
2022
Q2 		$228K Hold
1,153
– – 0.03% 189
2022
Q1 		$272K Hold
1,153
– – 0.03% 182
2021
Q4 		$274K Sell
1,153
-300
-21% -$71K 0.03% 184
2021
Q3 		$338K Sell
1,453
-1,400
-49% -$312K 0.04% 171
2021
Q2 		$656K Buy
+2,853
New +$709K 0.09% 133

Other funds holding WTW

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

United Asset Strategies's WTW Position: Q2 2026 in Review

United Asset Strategies reduced its Willis Towers Watson (WTW) stake by 23% in Q2 2026, selling an estimated $80.3K and leaving 1,020 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #243.

United Asset Strategies first reported a position in WTW in Q2 2021 and has held it in 21 quarters since. The position peaked at $858K in Q1 2024. 151 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • United Asset Strategies held 1,020 shares of Willis Towers Watson worth $267K as of Q2 2026.
  • United Asset Strategies sold 300 Willis Towers Watson shares in Q2 2026, an estimated $80.3K.
  • Willis Towers Watson made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #243 holding.
  • United Asset Strategies first reported a position in Willis Towers Watson in Q2 2021 and has held it in 21 quarters since.
  • United Asset Strategies's Willis Towers Watson position peaked at $858K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.