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Mount Yale Investment Advisors’s Textron TXT Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-184
Closed -$14.8K – 1533
2025
Q2 		$14.8K Buy
+184
New +$13.3K ﹤0.01% 1089
2022
Q2 		– Sell
-5,923
Closed -$441K – 496
2022
Q1 		$441K Sell
5,923
-615
-9% -$44.4K 0.05% 316
2021
Q4 		$505K Sell
6,538
-2,954
-31% -$219K 0.05% 292
2021
Q3 		$663K Buy
9,492
+2,670
+39% +$188K 0.08% 236
2021
Q2 		$469K Buy
+6,822
New +$441K 0.06% 275

Other funds holding TXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mount Yale Investment Advisors's TXT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Textron (TXT) in Q3 2025, closing a stake of 184 shares — an estimated $14.8K sold.

Mount Yale Investment Advisors first reported a position in TXT in Q2 2021 and held it in 5 quarters. The position peaked at $663K in Q3 2021. 682 funds tracked by Wall St. Rank hold TXT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Textron position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 184 Textron shares in Q3 2025, an estimated $14.8K.
  • Mount Yale Investment Advisors first reported a position in Textron in Q2 2021 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Textron position peaked at $663K in Q3 2021.
  • 682 funds tracked by Wall St. Rank held Textron as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.