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 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 $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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

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

Pinnacle Wealth Planning Services's WTW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Willis Towers Watson (WTW) stake by 59% in Q2 2026, selling an estimated $76K and leaving 195 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Pinnacle Wealth Planning Services first reported a position in WTW in Q4 2020 and has held it in 8 quarters since. The position peaked at $237K in Q3 2024. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Pinnacle Wealth Planning Services held 195 shares of Willis Towers Watson worth $51K as of Q2 2026.
Pinnacle Wealth Planning Services sold 284 Willis Towers Watson shares in Q2 2026, an estimated $76K.
Willis Towers Watson made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1265 holding.
Pinnacle Wealth Planning Services first reported a position in Willis Towers Watson in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Willis Towers Watson position peaked at $237K in Q3 2024.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.