Clearstead Advisors’s Textron TXT Stock Holding History

Clearstead Advisors’s Portfolio TXT Stock Details TXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$858K	Sell	9,797 -1,037	-10%	-$96.8K	0.01%	569
2025 Q4	$944K	Buy	10,834 +2,194	+25%	+$184K	0.01%	492
2025 Q3	$730K	Buy	8,640 +1,086	+14%	+$88.4K	0.01%	527
2025 Q2	$607K	Buy	7,554 +7,226	+2,203%	+$523K	0.01%	560
2025 Q1	$23.7K	Sell	328 -12	-4%	-$898	﹤0.01%	1375
2024 Q4	$26K	Buy	340 +12	+4%	+$1K	﹤0.01%	1313
2024 Q3	$29.1K	Buy	328 +30	+10%	+$2.65K	﹤0.01%	1330
2024 Q2	$25.6K	Buy	+298	New	+$26.5K	﹤0.01%	1310
2024 Q1	–	Sell	-17	Closed	-$1.37K	–	1630
2023 Q4	$1.37K	Buy	+17	New	+$1.32K	﹤0.01%	1349
2023 Q2	–	Sell	-16	Closed	-$1.13K	–	1441
2023 Q1	$1.13K	Buy	+16	New	+$1.14K	﹤0.01%	1219
2021 Q3	–	Sell	-28	Closed	-$2K	–	1394
2021 Q2	$2K	Buy	+28	New	+$1.81K	﹤0.01%	1089
2020 Q2	–	Sell	-140	Closed	-$4K	–	837
2020 Q1	$4K	Buy	+140	New	+$5.65K	﹤0.01%	672

Other funds holding TXT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

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