Pinnacle Wealth Planning Services’s Willis Towers Watson WTW Stock Holding History

Pinnacle Wealth Planning Services’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	$49.9K	Sell	173 -22	-11%	-$6.95K	﹤0.01%	1266
2026 Q2	$51K	Sell	195 -284	-59%	-$76K	﹤0.01%	1265
2026 Q1	$139K	Sell	479 -42	-8%	-$12.9K	0.01%	627
2025 Q4	$171K	Buy	+521	New	+$171K	0.02%	521
2024 Q4	–	Sell	-805	Closed	-$237K	–	569
2024 Q3	$237K	Hold	805	–	–	0.03%	390
2024 Q2	$211K	Buy	805 +5	+0.6%	+$1.29K	0.03%	410
2024 Q1	$220K	Buy	+800	New	+$210K	0.03%	392
2023 Q1	–	Sell	-851	Closed	-$208K	–	508
2022 Q4	$208K	Buy	+851	New	+$194K	0.04%	364
2021 Q1	–	Sell	-434	Closed	-$91K	–	1976
2020 Q4	$91K	Buy	+434	New	+$89.4K	0.02%	511

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Pinnacle Wealth Planning Services's WTW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Willis Towers Watson (WTW) stake by 11% in Q3 2026, selling an estimated $6.95K and leaving 173 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Pinnacle Wealth Planning Services first reported a position in WTW in Q4 2020 and has held it in 9 quarters since. The position peaked at $237K in Q3 2024. 506 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Pinnacle Wealth Planning Services held 173 shares of Willis Towers Watson worth $49.9K as of Q3 2026.
Pinnacle Wealth Planning Services sold 22 Willis Towers Watson shares in Q3 2026, an estimated $6.95K.
Willis Towers Watson made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1266 holding.
Pinnacle Wealth Planning Services first reported a position in Willis Towers Watson in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Willis Towers Watson position peaked at $237K in Q3 2024.
506 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.