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Holistic Planning’s Texas Instruments TXN Stock Holding History

Holistic Planning’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 		$264K Sell
1,361
-75
-5% -$15.2K 0.05% 256
2025
Q4 		$249K Buy
1,436
+84
+6% +$14.4K 0.05% 245
2025
Q3 		$248K Buy
1,352
+8
+0.6% +$1.56K 0.07% 202
2025
Q2 		$279K Buy
+1,344
New +$239K 0.08% 178

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 Planning's TXN Position: Q1 2026 in Review

Holistic Planning reduced its Texas Instruments (TXN) stake by 5.2% in Q1 2026, selling an estimated $15.2K and leaving 1,361 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #256.

Holistic Planning first reported a position in TXN in Q2 2025 and has held it in 4 quarters since. The position peaked at $279K in Q2 2025. 2,441 funds tracked by Wall St. Rank hold TXN as of Q1 2026.

  • Holistic Planning held 1,361 shares of Texas Instruments worth $264K as of Q1 2026.
  • Holistic Planning sold 75 Texas Instruments shares in Q1 2026, an estimated $15.2K.
  • Texas Instruments made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #256 holding.
  • Holistic Planning first reported a position in Texas Instruments in Q2 2025 and has held it in 4 quarters since.
  • Holistic Planning's Texas Instruments position peaked at $279K in Q2 2025.
  • 2,441 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.