Superior Planning, LLC’s Willis Towers Watson WTW Stock Holding History

Superior Planning, LLC’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 Q3	$55.6K	Buy	+193	New	+$61K	0.02%	349

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's WTW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Willis Towers Watson (WTW) in Q3 2026: 193 shares worth $55.6K. The stake represents 0.02% of the portfolio and ranks #349 among its holdings.

493 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Superior Planning, LLC held 193 shares of Willis Towers Watson worth $55.6K as of Q3 2026.
Willis Towers Watson was a new Superior Planning, LLC position in Q3 2026.
Willis Towers Watson made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #349 holding.
493 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.