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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
Q2 		$24.4K Sell
85
-10
-11% -$2.67K ﹤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

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

Cornerstone Planning Group's WTW Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Willis Towers Watson (WTW) stake by 11% in Q2 2026, selling an estimated $2.67K and leaving 85 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Cornerstone Planning Group first reported a position in WTW in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.6K in Q4 2025. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Cornerstone Planning Group held 85 shares of Willis Towers Watson worth $24.4K as of Q2 2026.
  • Cornerstone Planning Group sold 10 Willis Towers Watson shares in Q2 2026, an estimated $2.67K.
  • Willis Towers Watson made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #603 holding.
  • Cornerstone Planning Group first reported a position in Willis Towers Watson in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Willis Towers Watson position peaked at $28.6K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.