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Wilkerson Advisory Group’s Willis Towers Watson WTW Stock Holding History

Wilkerson Advisory Group’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
-6
Closed -$1.74K – 655
2026
Q1 		$1.74K Sell
6
-4
-40% -$1.23K ﹤0.01% 545
2025
Q4 		$3.29K Buy
+10
New +$3.27K ﹤0.01% 474

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

Wilkerson Advisory Group's WTW Position: Q2 2026 in Review

Wilkerson Advisory Group sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 6 shares — an estimated $1.74K sold.

Wilkerson Advisory Group first reported a position in WTW in Q4 2025 and held it in 2 quarters. The position peaked at $3.29K in Q4 2025. 688 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Wilkerson Advisory Group reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 6 Willis Towers Watson shares in Q2 2026, an estimated $1.74K.
  • Wilkerson Advisory Group first reported a position in Willis Towers Watson in Q4 2025 and held it in 2 quarters.
  • Wilkerson Advisory Group's Willis Towers Watson position peaked at $3.29K in Q4 2025.
  • 688 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.