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Vise Technologies’s Willis Towers Watson WTW Stock Holding History

Vise Technologies’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 		$440K Sell
1,685
-1,021
-38% -$273K 0.01% 1241
2026
Q1 		$889K Hold
2,706
– – 0.02% 626
2025
Q4 		$889K Buy
2,706
+533
+25% +$174K 0.02% 631
2025
Q3 		$751K Buy
2,173
+65
+3% +$21.1K 0.03% 505
2025
Q2 		$646K Buy
+2,108
New +$654K 0.03% 550
2024
Q4 		$382K Buy
1,220
+206
+20% +$63.2K 0.03% 511
2024
Q3 		$299K Buy
1,014
+61
+6% +$17.1K 0.04% 447
2024
Q2 		$250K Buy
953
+116
+14% +$29.9K 0.04% 350
2024
Q1 		$230K Sell
837
-65
-7% -$17.1K 0.05% 339
2023
Q4 		$218K Buy
+902
New +$209K 0.05% 327
2023
Q3 		– Sell
-972
Closed -$229K – 365
2023
Q2 		$229K Sell
972
-145
-13% -$33.4K 0.06% 298
2023
Q1 		$260K Sell
1,117
-215
-16% -$52K 0.07% 274
2022
Q4 		$326K Sell
1,332
-64
-5% -$14.6K 0.1% 219
2022
Q3 		$281K Buy
+1,396
New +$288K 0.11% 218

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

Vise Technologies's WTW Position: Q2 2026 in Review

Vise Technologies reduced its Willis Towers Watson (WTW) stake by 38% in Q2 2026, selling an estimated $273K and leaving 1,685 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #1241.

Vise Technologies first reported a position in WTW in Q3 2022 and has held it in 14 quarters since. The position peaked at $889K in Q1 2026. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Vise Technologies held 1,685 shares of Willis Towers Watson worth $440K as of Q2 2026.
  • Vise Technologies sold 1,021 Willis Towers Watson shares in Q2 2026, an estimated $273K.
  • Willis Towers Watson made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1241 holding.
  • Vise Technologies first reported a position in Willis Towers Watson in Q3 2022 and has held it in 14 quarters since.
  • Vise Technologies's Willis Towers Watson position peaked at $889K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.