Invera Wealth Advisors’s TJX Companies TJX Stock Holding History

Invera Wealth Advisors’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	$2.74M	Sell	18,065 -6,230	-26%	-$985K	1.47%	23
2026 Q1	$3.88M	Sell	24,295 -742	-3%	-$116K	2.49%	13
2025 Q4	$3.85M	Sell	25,037 -2,034	-8%	-$301K	2.43%	16
2025 Q3	$3.91M	Sell	27,071 -560	-2%	-$74.4K	2.41%	15
2025 Q2	$3.41M	Sell	27,631 -402	-1%	-$51K	2.23%	17
2025 Q1	$3.41M	Buy	+28,033	New	+$3.4M	2.21%	14
2024 Q1	–	Sell	-35,799	Closed	-$3.36M	–	91
2023 Q4	$3.36M	Buy	+35,799	New	+$3.21M	2.1%	19

Other funds holding TJX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invera Wealth Advisors's TJX Position: Q2 2026 in Review

Invera Wealth Advisors reduced its TJX Companies (TJX) stake by 26% in Q2 2026, selling an estimated $985K and leaving 18,065 shares worth $2.74M. The position accounts for 1.47% of the portfolio, ranked #23.

Invera Wealth Advisors first reported a position in TJX in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.91M in Q3 2025. 2,747 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Invera Wealth Advisors held 18,065 shares of TJX Companies worth $2.74M as of Q2 2026.
Invera Wealth Advisors sold 6,230 TJX Companies shares in Q2 2026, an estimated $985K.
TJX Companies made up 1.47% of Invera Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Invera Wealth Advisors first reported a position in TJX Companies in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's TJX Companies position peaked at $3.91M in Q3 2025.
2,747 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.