Holistic Financial Partners’s TJX Companies TJX Stock Holding History

Holistic Financial Partners’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 Q2	$300K	Sell	1,981 -84	-4%	-$13.3K	0.18%	77
2026 Q1	$330K	Buy	2,065 +75	+4%	+$11.7K	0.12%	86
2025 Q4	$306K	Buy	1,990 +48	+2%	+$7.1K	0.11%	93
2025 Q3	$281K	Buy	+1,942	New	+$258K	0.11%	102
2018 Q2	–	Sell	-1,172	Closed	-$48K	–	327
2018 Q1	$48K	Sell	1,172 -1,684	-59%	-$66.6K	0.04%	205
2017 Q4	$109K	Buy	+2,856	New	+$104K	0.09%	108

Other funds holding TJX

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Holistic Financial Partners's TJX Position: Q2 2026 in Review

Holistic Financial Partners reduced its TJX Companies (TJX) stake by 4.1% in Q2 2026, selling an estimated $13.3K and leaving 1,981 shares worth $300K. The position accounts for 0.18% of the portfolio, ranked #77.

Holistic Financial Partners first reported a position in TJX in Q4 2017 and has held it in 6 quarters since. The position peaked at $330K in Q1 2026. 1,183 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Holistic Financial Partners held 1,981 shares of TJX Companies worth $300K as of Q2 2026.
Holistic Financial Partners sold 84 TJX Companies shares in Q2 2026, an estimated $13.3K.
TJX Companies made up 0.18% of Holistic Financial Partners's portfolio in Q2 2026, its #77 holding.
Holistic Financial Partners first reported a position in TJX Companies in Q4 2017 and has held it in 6 quarters since.
Holistic Financial Partners's TJX Companies position peaked at $330K in Q1 2026.
1,183 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.