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Holistic Financial Partners’s Texas Instruments TXN Stock Holding History

Holistic Financial Partners’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
Q1 		$326K Buy
+1,677
New +$340K 0.12% 87
2024
Q3 		– Sell
-1,686
Closed -$328K – 130
2024
Q2 		$328K Sell
1,686
-60
-3% -$11.1K 0.16% 72
2024
Q1 		$304K Buy
1,746
+60
+4% +$10K 0.15% 81
2023
Q4 		$287K Sell
1,686
-134
-7% -$20.8K 0.17% 77
2023
Q3 		$289K Sell
1,820
-191
-9% -$32.6K 0.19% 74
2023
Q2 		$362K Sell
2,011
-121
-6% -$20.8K 0.25% 55
2023
Q1 		$397K Buy
2,132
+146
+7% +$25.7K 0.31% 49
2022
Q4 		$328K Sell
1,986
-3
-0.2% -$500 0.29% 59
2022
Q3 		$308K Sell
1,989
-282
-12% -$47.3K 0.3% 52
2022
Q2 		$349K Sell
2,271
-68
-3% -$11.4K 0.33% 47
2022
Q1 		$429K Sell
2,339
-178
-7% -$31.4K 0.27% 48
2021
Q4 		$474K Sell
2,517
-38
-1% -$7.29K 0.27% 51
2021
Q3 		$491K Sell
2,555
-1,657
-39% -$316K 0.3% 44
2021
Q2 		$810K Sell
4,212
-5
-0.1% -$937 0.48% 33
2021
Q1 		$797K Buy
4,217
+68
+2% +$11.8K 0.53% 30
2020
Q4 		$681K Buy
4,149
+12
+0.3% +$1.87K 0.47% 29
2020
Q3 		$592K Sell
4,137
-495
-11% -$67.3K 0.47% 29
2020
Q2 		$588K Sell
4,632
-307
-6% -$35.8K 0.51% 27
2020
Q1 		$494K Buy
4,939
+209
+4% +$25.1K 0.51% 28
2019
Q4 		$607K Buy
4,730
+544
+13% +$67.1K 0.36% 36
2019
Q3 		$543K Buy
4,186
+1,882
+82% +$232K 0.48% 30
2019
Q2 		$264K Buy
2,304
+29
+1% +$3.24K 0.26% 54
2019
Q1 		$241K Sell
2,275
-15
-0.7% -$1.55K 0.1% 99
2018
Q4 		$216K Sell
2,290
-435
-16% -$42.1K 0.23% 56
2018
Q3 		$292K Buy
+2,725
New +$303K 0.27% 48
2018
Q2 		– Sell
-2,470
Closed -$257K – 339
2018
Q1 		$257K Buy
2,470
+155
+7% +$16.8K 0.21% 52
2017
Q4 		$242K Buy
+2,315
New +$225K 0.2% 60

Other funds holding TXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Holistic Financial Partners's TXN Position: Q1 2026 in Review

Holistic Financial Partners opened a new position in Texas Instruments (TXN) in Q1 2026: 1,677 shares worth $326K. The stake represents 0.12% of the portfolio and ranks #87 among its holdings. This is a return to the name: Holistic Financial Partners previously reported a position in TXN as recently as Q2 2024.

Holistic Financial Partners first reported a position in TXN in Q4 2017 and has held it in 27 quarters since. The position peaked at $810K in Q2 2021. 2,441 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • Holistic Financial Partners held 1,677 shares of Texas Instruments worth $326K as of Q1 2026.
  • Texas Instruments was a new Holistic Financial Partners position in Q1 2026.
  • Texas Instruments made up 0.12% of Holistic Financial Partners's portfolio in Q1 2026, its #87 holding.
  • Holistic Financial Partners first reported a position in Texas Instruments in Q4 2017 and has held it in 27 quarters since.
  • Holistic Financial Partners's Texas Instruments position peaked at $810K in Q2 2021.
  • 2,441 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.