Heritage Family Offices’s Texas Instruments TXN Stock Holding History

Heritage Family Offices’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	$1.33M	Sell	4,451 -1,990	-31%	-$552K	0.51%	50
2026 Q1	$1.25M	Sell	6,441 -2,837	-31%	-$574K	0.55%	44
2025 Q4	$1.61M	Sell	9,278 -844	-8%	-$145K	0.73%	33
2025 Q3	$1.86M	Buy	10,122 +2,851	+39%	+$557K	0.87%	29
2025 Q2	$1.28M	Hold	7,271	–	–	0.65%	33
2025 Q1	$1.31M	Buy	7,271 +297	+4%	+$55.6K	0.67%	32
2024 Q4	$1.31M	Buy	6,974 +245	+4%	+$49K	0.65%	34
2024 Q3	$1.39M	Sell	6,729 -71	-1%	-$14.3K	0.72%	35
2024 Q2	$1.32M	Buy	+6,800	New	+$1.26M	0.73%	34

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 $3.38T AUM 44.17% 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

Heritage Family Offices's TXN Position: Q2 2026 in Review

Heritage Family Offices reduced its Texas Instruments (TXN) stake by 31% in Q2 2026, selling an estimated $552K and leaving 4,451 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #50.

Heritage Family Offices first reported a position in TXN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q3 2025. 2,868 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

Heritage Family Offices held 4,451 shares of Texas Instruments worth $1.33M as of Q2 2026.
Heritage Family Offices sold 1,990 Texas Instruments shares in Q2 2026, an estimated $552K.
Texas Instruments made up 0.51% of Heritage Family Offices's portfolio in Q2 2026, its #50 holding.
Heritage Family Offices first reported a position in Texas Instruments in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Texas Instruments position peaked at $1.86M in Q3 2025.
2,868 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.