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Heartwood Wealth Advisors’s TJX Companies TJX Stock Holding History

Heartwood Wealth Advisors’s Portfolio TJX Stock Details TJX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$411K Buy
3,106
+164
+6% +$23.7K 0.03% 148
2026
Q2 		$446K Hold
2,942
– – 0.03% 148
2026
Q1 		$470K Buy
2,942
+55
+2% +$8.56K 0.04% 137
2025
Q4 		$443K Hold
2,887
– – 0.04% 124
2025
Q3 		$417K Sell
2,887
-150
-5% -$19.9K 0.04% 124
2025
Q2 		$375K Buy
3,037
+215
+8% +$27.3K 0.04% 127
2025
Q1 		$344K Sell
2,822
-424
-13% -$51.5K 0.04% 123
2024
Q4 		$392K Hold
3,246
– – 0.04% 107
2024
Q3 		$382K Sell
3,246
-52
-2% -$5.96K 0.04% 115
2024
Q2 		$363K Buy
3,298
+854
+35% +$86K 0.04% 116
2024
Q1 		$248K Hold
2,444
– – 0.03% 136
2023
Q4 		$229K Hold
2,444
– – 0.03% 126
2023
Q3 		$217K Hold
2,444
– – 0.03% 126
2023
Q2 		$207K Buy
+2,444
New +$193K 0.03% 133
2022
Q2 		– Sell
-3,496
Closed -$212K – 128
2022
Q1 		$212K Buy
+3,496
New +$234K 0.03% 115

Other funds holding TJX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Heartwood Wealth Advisors's TJX Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its TJX Companies (TJX) stake by 5.6% in Q3 2026, buying an estimated $23.7K and bringing the position to 3,106 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #148.

Heartwood Wealth Advisors first reported a position in TJX in Q1 2022 and has held it in 15 quarters since. The position peaked at $470K in Q1 2026. 201 funds tracked by Wall St. Rank hold TJX as of Q3 2026.

  • Heartwood Wealth Advisors held 3,106 shares of TJX Companies worth $411K as of Q3 2026.
  • Heartwood Wealth Advisors bought 164 TJX Companies shares in Q3 2026, an estimated $23.7K.
  • TJX Companies made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #148 holding.
  • Heartwood Wealth Advisors first reported a position in TJX Companies in Q1 2022 and has held it in 15 quarters since.
  • Heartwood Wealth Advisors's TJX Companies position peaked at $470K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held TJX Companies as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.