Cornerstone Planning Group’s Willis Towers Watson WTW Stock Holding History

Cornerstone Planning 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 Q3	–	Sell	-85	Closed	-$24.4K	–	1736
2026 Q2	$24.4K	Sell	85 -10	-11%	-$2.68K	﹤0.01%	603
2026 Q1	$24.6K	Buy	95 +4	+4%	+$1.23K	﹤0.01%	608
2025 Q4	$28.6K	Sell	91 -84	-48%	-$27.5K	﹤0.01%	493
2025 Q3	$641	Buy	175 +87	+99%	+$28.2K	﹤0.01%	1422
2025 Q2	$28.6K	Buy	88 +3	+4%	+$930	0.01%	349
2025 Q1	$27.7K	Buy	85 +75	+750%	+$24.4K	0.01%	341
2024 Q4	$3.29K	Hold	10	–	–	﹤0.01%	668
2024 Q3	$2.92K	Buy	10 +1	+11%	+$280	﹤0.01%	691
2024 Q2	$2.47K	Buy	9 +1	+13%	+$258	﹤0.01%	718
2024 Q1	$2.02K	Buy	8 +6	+300%	+$1.58K	﹤0.01%	664
2023 Q4	$482	Hold	2	–	–	﹤0.01%	781
2023 Q3	$418	Buy	+2	New	+$427	﹤0.01%	918

Other funds holding WTW

First Eagle Investment Management New York $63.7B AUM 20.33% 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

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cornerstone Planning Group's WTW Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Willis Towers Watson (WTW) in Q3 2026, closing a stake of 85 shares — an estimated $24.4K sold.

Cornerstone Planning Group first reported a position in WTW in Q3 2023 and held it in 12 quarters. The position peaked at $28.6K in Q4 2025. 423 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Cornerstone Planning Group reported no remaining Willis Towers Watson position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 85 Willis Towers Watson shares in Q3 2026, an estimated $24.4K.
Cornerstone Planning Group first reported a position in Willis Towers Watson in Q3 2023 and held it in 12 quarters.
Cornerstone Planning Group's Willis Towers Watson position peaked at $28.6K in Q4 2025.
423 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.