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Marshall & Sterling Wealth Advisors’s Textron TXT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-96
Closed -$8.11K – 606
2025
Q3 		$8.11K Hold
96
– – 0.01% 391
2025
Q2 		$7.71K Buy
96
+26
+37% +$1.88K 0.01% 387
2025
Q1 		$5.06K Buy
+70
New +$5.24K ﹤0.01% 469

Other funds holding TXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TXT Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Textron (TXT) in Q4 2025, closing a stake of 96 shares — an estimated $8.11K sold.

Marshall & Sterling Wealth Advisors first reported a position in TXT in Q1 2025 and held it in 3 quarters. The position peaked at $8.11K in Q3 2025. 756 funds tracked by Wall St. Rank hold TXT as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Textron position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 96 Textron shares in Q4 2025, an estimated $8.11K.
  • Marshall & Sterling Wealth Advisors first reported a position in Textron in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Textron position peaked at $8.11K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Textron as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.