Planning Strategies Inc.’s Willis Towers Watson WTW Stock Holding History

Planning Strategies Inc.’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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Planning Strategies Inc.'s WTW Position: Q2 2026 in Review

Planning Strategies Inc. 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.

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

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

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