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Planning Strategies’s Willis Towers Watson WTW Stock Holding History

Planning Strategies’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 		$2.09K Buy
+8
New +$2.14K ﹤0.01% 580

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 $59.9B AUM 27.01% 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

Planning Strategies's WTW Position: Q2 2026 in Review

Planning Strategies opened a new position in Willis Towers Watson (WTW) in Q2 2026: 8 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings.

655 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Planning Strategies held 8 shares of Willis Towers Watson worth $2.09K as of Q2 2026.
  • Willis Towers Watson was a new Planning Strategies position in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #580 holding.
  • 655 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.