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 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 $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's WTW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Willis Towers Watson (WTW) stake by 8.1% in Q1 2026, selling an estimated $12.9K and leaving 479 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #627.

Pinnacle Wealth Planning Services first reported a position in WTW in Q4 2020 and has held it in 7 quarters since. The position peaked at $237K in Q3 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Pinnacle Wealth Planning Services held 479 shares of Willis Towers Watson worth $139K as of Q1 2026.
Pinnacle Wealth Planning Services sold 42 Willis Towers Watson shares in Q1 2026, an estimated $12.9K.
Willis Towers Watson made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #627 holding.
Pinnacle Wealth Planning Services first reported a position in Willis Towers Watson in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Willis Towers Watson position peaked at $237K in Q3 2024.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.