Heartwood Wealth Advisors’s Texas Instruments TXN Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-64	Closed	-$11.8K	–	564
2025 Q3	$11.8K	Buy	+64	New	+$12.5K	﹤0.01%	378

Other funds holding TXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's TXN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Texas Instruments (TXN) in Q4 2025, closing a stake of 64 shares — an estimated $11.8K sold.

Heartwood Wealth Advisors first reported a position in TXN in Q3 2025 and held it in 1 quarter. The position peaked at $11.8K in Q3 2025. 2,396 funds tracked by Wall St. Rank hold TXN as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Texas Instruments position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 64 Texas Instruments shares in Q4 2025, an estimated $11.8K.
Heartwood Wealth Advisors first reported a position in Texas Instruments in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Texas Instruments position peaked at $11.8K in Q3 2025.
2,396 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.