McClarren Financial Advisors’s Textron TXT Stock Holding History

McClarren Financial 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 Q1	–	Sell	-895	Closed	-$68K	–	365
2024 Q4	$68K	Buy	+895	New	+$75K	0.19%	68
2024 Q3	–	Sell	-85	Closed	-$76K	–	353
2024 Q2	$76K	Sell	85 -811	-91%	-$72.2K	0.05%	119
2024 Q1	$86K	Buy	896 +1	+0.1%	+$87	0.06%	111
2023 Q4	$72K	Buy	895 +1	+0.1%	+$78	0.05%	128
2023 Q3	$69K	Hold	894	–	–	0.06%	126
2023 Q2	$60K	Sell	894 -3	-0.3%	-$198	0.05%	139
2023 Q1	$63K	Hold	897	–	–	0.06%	126
2022 Q4	$63K	Buy	897 +1	+0.1%	+$68	0.06%	130
2022 Q3	$52K	Buy	+896	New	+$56.8K	0.05%	124
2022 Q2	–	Sell	-896	Closed	-$66K	–	255
2022 Q1	$66K	Sell	896 -1	-0.1%	-$72	0.05%	109
2021 Q4	$70K	Buy	897 +2	+0.2%	+$148	0.05%	117
2021 Q3	$62K	Hold	895	–	–	0.05%	105
2021 Q2	$61K	Hold	895	–	–	0.05%	107
2021 Q1	$50K	Hold	895	–	–	0.04%	109
2020 Q4	$43K	Buy	+895	New	+$37.6K	0.04%	105

Other funds holding TXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return