PDS Planning’s Willis Towers Watson WTW Stock Holding History

PDS Planning’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 Q1	–	Sell	-637	Closed	-$209K	–	595
2025 Q4	$209K	Buy	637 +56	+10%	+$18.3K	0.01%	503
2025 Q3	$201K	Buy	+581	New	+$188K	0.01%	508

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PDS Planning's WTW Position: Q1 2026 in Review

PDS Planning sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 637 shares — an estimated $209K sold.

PDS Planning first reported a position in WTW in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

PDS Planning reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
PDS Planning sold 637 Willis Towers Watson shares in Q1 2026, an estimated $209K.
PDS Planning first reported a position in Willis Towers Watson in Q3 2025 and held it in 2 quarters.
PDS Planning's Willis Towers Watson position peaked at $209K in Q4 2025.
723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.