Encompass Wealth Advisors’s Texas Instruments TXN Stock Holding History

Encompass Wealth Advisors’s Portfolio TXN Stock Details TXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Buy	+953	New	+$264K	0.09%	92
2024 Q4	–	Sell	-10,950	Closed	-$2.26M	–	132
2024 Q3	$2.26M	Hold	10,950	–	–	0.57%	37
2024 Q2	$2.13M	Hold	10,950	–	–	0.56%	37
2024 Q1	$1.91M	Hold	10,950	–	–	0.51%	37
2023 Q4	$1.87M	Buy	10,950 +600	+6%	+$93K	0.56%	36
2023 Q3	$1.65M	Hold	10,350	–	–	0.55%	38
2023 Q2	$1.86M	Hold	10,350	–	–	0.61%	32
2023 Q1	$1.93M	Hold	10,350	–	–	0.66%	31
2022 Q4	$1.71M	Hold	10,350	–	–	0.62%	33
2022 Q3	$1.6M	Hold	10,350	–	–	0.61%	33
2022 Q2	$1.59M	Sell	10,350 -297	-3%	-$50K	0.56%	36
2022 Q1	$1.95M	Buy	10,647 +1,700	+19%	+$300K	0.49%	37
2021 Q4	$1.69M	Hold	8,947	–	–	0.41%	45
2021 Q3	$1.72M	Sell	8,947 -5,750	-39%	-$1.1M	0.45%	42
2021 Q2	$2.83M	Sell	14,697 -290	-2%	-$54.4K	0.7%	34
2021 Q1	$2.66M	Sell	14,987 -163	-1%	-$28.3K	0.68%	32
2020 Q4	$2.49M	Buy	+15,150	New	+$2.36M	1.43%	13

Other funds holding TXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Encompass Wealth Advisors's TXN Position: Q2 2026 in Review

Encompass Wealth Advisors opened a new position in Texas Instruments (TXN) in Q2 2026: 953 shares worth $284K. The stake represents 0.09% of the portfolio and ranks #92 among its holdings. This is a return to the name: Encompass Wealth Advisors previously reported a position in TXN as recently as Q3 2024.

Encompass Wealth Advisors first reported a position in TXN in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.83M in Q2 2021. 2,855 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

Encompass Wealth Advisors held 953 shares of Texas Instruments worth $284K as of Q2 2026.
Texas Instruments was a new Encompass Wealth Advisors position in Q2 2026.
Texas Instruments made up 0.09% of Encompass Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Encompass Wealth Advisors first reported a position in Texas Instruments in Q4 2020 and has held it in 17 quarters since.
Encompass Wealth Advisors's Texas Instruments position peaked at $2.83M in Q2 2021.
2,855 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.