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Rooted Wealth Advisors’s Texas Instruments TXN Stock Holding History

Rooted Wealth Advisors’s Portfolio TXN Stock Details TXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572K Buy
1,920
+372
+24% +$103K 0.14% 90
2026
Q1 		$362K Buy
1,548
+40
+3% +$8.1K 0.1% 97
2025
Q4 		$336K Sell
1,508
-30
-2% -$5.14K 0.09% 101
2025
Q3 		$277K Buy
1,538
+379
+33% +$74.1K 0.08% 107
2025
Q2 		$256K Buy
+1,159
New +$206K 0.09% 92

Other funds holding TXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rooted Wealth Advisors's TXN Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Texas Instruments (TXN) stake by 24% in Q2 2026, buying an estimated $103K and bringing the position to 1,920 shares worth $572K. The position accounts for 0.14% of the portfolio, ranked #90.

Rooted Wealth Advisors first reported a position in TXN in Q2 2025 and has held it in 5 quarters since. 2,850 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • Rooted Wealth Advisors held 1,920 shares of Texas Instruments worth $572K as of Q2 2026.
  • Rooted Wealth Advisors bought 372 Texas Instruments shares in Q2 2026, an estimated $103K.
  • Texas Instruments made up 0.14% of Rooted Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Rooted Wealth Advisors first reported a position in Texas Instruments in Q2 2025 and has held it in 5 quarters since.
  • 2,850 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.