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Waddell & Associates’s Willis Towers Watson WTW Stock Holding History

Waddell & Associates’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
-804
Closed -$234K – 587
2026
Q1 		$234K Buy
+804
New +$247K 0.01% 389

Other funds holding WTW

Massachusetts Financial Services
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BlackRock
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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

Waddell & Associates's WTW Position: Q2 2026 in Review

Waddell & Associates sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 804 shares — an estimated $234K sold.

Waddell & Associates first reported a position in WTW in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Waddell & Associates reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 804 Willis Towers Watson shares in Q2 2026, an estimated $234K.
  • Waddell & Associates first reported a position in Willis Towers Watson in Q1 2026 and held it in 1 quarter.
  • Waddell & Associates's Willis Towers Watson position peaked at $234K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.