Octavia Wealth Advisors’s TJX Companies TJX Stock Holding History

Octavia 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	$250K	Sell	1,648 -676	-29%	-$107K	0.02%	197
2026 Q1	$371K	Sell	2,324 -135	-5%	-$21K	0.04%	158
2025 Q4	$376K	Buy	2,459 +779	+46%	+$115K	0.04%	162
2025 Q3	$243K	Buy	1,680 +18	+1%	+$2.39K	0.02%	225
2025 Q2	$205K	Buy	+1,662	New	+$211K	0.02%	220

Other funds holding TJX

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Octavia Wealth Advisors reduced its TJX Companies (TJX) stake by 29% in Q2 2026, selling an estimated $107K and leaving 1,648 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #197.

Octavia Wealth Advisors first reported a position in TJX in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Octavia Wealth Advisors held 1,648 shares of TJX Companies worth $250K as of Q2 2026.
Octavia Wealth Advisors sold 676 TJX Companies shares in Q2 2026, an estimated $107K.
TJX Companies made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #197 holding.
Octavia Wealth Advisors first reported a position in TJX Companies in Q2 2025 and has held it in 5 quarters since.
Octavia Wealth Advisors's TJX Companies position peaked at $376K in Q4 2025.
1,248 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.