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Heritage Wealth Management (California)’s Texas Instruments TXN Stock Holding History

Heritage Wealth Management (California)’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 		$351K Buy
1,179
+31
+3% +$8.6K 0.13% 77
2026
Q1 		$223K Sell
1,148
-9
-0.8% -$1.82K 0.12% 87
2025
Q4 		$201K Sell
1,157
-13
-1% -$2.23K 0.13% 88
2025
Q3 		$215K Sell
1,170
-109
-9% -$21.3K 0.14% 88
2025
Q2 		$266K Sell
1,279
-78
-6% -$13.8K 0.18% 72
2025
Q1 		$244K Buy
1,357
+76
+6% +$14.2K 0.18% 75
2024
Q4 		$240K Sell
1,281
-101
-7% -$20.2K 0.17% 76
2024
Q3 		$285K Buy
1,382
+7
+0.5% +$1.41K 0.2% 73
2024
Q2 		$267K Sell
1,375
-1
-0.1% -$185 0.2% 69
2024
Q1 		$240K Buy
1,376
+5
+0.4% +$834 0.18% 73
2023
Q4 		$234K Buy
+1,371
New +$212K 0.19% 72

Other funds holding TXN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Heritage Wealth Management (California)'s TXN Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Texas Instruments (TXN) stake by 2.7% in Q2 2026, buying an estimated $8.6K and bringing the position to 1,179 shares worth $351K. The position accounts for 0.13% of the portfolio, ranked #77.

Heritage Wealth Management (California) first reported a position in TXN in Q4 2023 and has held it in 11 quarters since. 1,304 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Heritage Wealth Management (California) held 1,179 shares of Texas Instruments worth $351K as of Q2 2026.
  • Heritage Wealth Management (California) bought 31 Texas Instruments shares in Q2 2026, an estimated $8.6K.
  • Texas Instruments made up 0.13% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #77 holding.
  • Heritage Wealth Management (California) first reported a position in Texas Instruments in Q4 2023 and has held it in 11 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.