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EP Wealth Advisors’s Textron TXT Stock Holding History

EP Wealth 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
Q2 		$1.86M Sell
20,272
-295
-1% -$26.8K 0.01% 595
2026
Q1 		$1.8M Buy
20,567
+480
+2% +$44.8K 0.01% 499
2025
Q4 		$1.75M Buy
+20,087
New +$1.68M 0.01% 474
2025
Q2 		$1.1M Buy
13,761
+317
+2% +$22.9K 0.01% 538
2025
Q1 		$971K Sell
13,444
-288
-2% -$21.6K 0.01% 512
2024
Q4 		$1.05M Sell
13,732
-2,966
-18% -$248K 0.01% 483
2024
Q3 		$1.48M Buy
+16,698
New +$1.47M 0.01% 415

Other funds holding TXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EP Wealth Advisors's TXT Position: Q2 2026 in Review

EP Wealth Advisors reduced its Textron (TXT) stake by 1.4% in Q2 2026, selling an estimated $26.8K and leaving 20,272 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #595.

EP Wealth Advisors first reported a position in TXT in Q3 2024 and has held it in 7 quarters since. 791 funds tracked by Wall St. Rank hold TXT as of Q2 2026.

  • EP Wealth Advisors held 20,272 shares of Textron worth $1.86M as of Q2 2026.
  • EP Wealth Advisors sold 295 Textron shares in Q2 2026, an estimated $26.8K.
  • Textron made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #595 holding.
  • EP Wealth Advisors first reported a position in Textron in Q3 2024 and has held it in 7 quarters since.
  • 791 funds tracked by Wall St. Rank held Textron as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.