SWTS
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Stonehaven Wealth & Tax Solutions’s Texas Instruments TXN Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q3 		– Sell
-1,047
Closed -$217K – 85
2025
Q2 		$217K Sell
1,047
-73
-7% -$13K 0.21% 72
2025
Q1 		$201K Sell
1,120
-557
-33% -$104K 0.21% 69
2024
Q4 		$314K Buy
+1,677
New +$335K 0.34% 65

Other funds holding TXN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's TXN Position: Q3 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Texas Instruments (TXN) in Q3 2025, closing a stake of 1,047 shares — an estimated $217K sold.

Stonehaven Wealth & Tax Solutions first reported a position in TXN in Q4 2024 and held it in 3 quarters. The position peaked at $314K in Q4 2024. 2,355 funds tracked by Wall St. Rank hold TXN as of Q3 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Texas Instruments position as of Q3 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,047 Texas Instruments shares in Q3 2025, an estimated $217K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Texas Instruments in Q4 2024 and held it in 3 quarters.
  • Stonehaven Wealth & Tax Solutions's Texas Instruments position peaked at $314K in Q4 2024.
  • 2,355 funds tracked by Wall St. Rank held Texas Instruments as of Q3 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.