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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
Q2 		$419K Buy
1,405
+44
+3% +$12.2K 0.07% 233
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Holistic Planning's TXN Position: Q2 2026 in Review

Holistic Planning increased its Texas Instruments (TXN) stake by 3.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,405 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #233.

Holistic Planning first reported a position in TXN in Q2 2025 and has held it in 5 quarters since. 2,855 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Holistic Planning held 1,405 shares of Texas Instruments worth $419K as of Q2 2026.
  • Holistic Planning bought 44 Texas Instruments shares in Q2 2026, an estimated $12.2K.
  • Texas Instruments made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #233 holding.
  • Holistic Planning first reported a position in Texas Instruments in Q2 2025 and has held it in 5 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.