UAG
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United Advisor Group’s TJX Companies TJX Stock Holding History

United Advisor Group’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
Q1 		$416K Buy
2,606
+164
+7% +$25.5K 0.05% 328
2025
Q4 		$375K Sell
2,442
-2,862
-54% -$423K 0.05% 329
2025
Q3 		$767K Buy
+5,304
New +$705K 0.1% 204

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Advisor Group's TJX Position: Q1 2026 in Review

United Advisor Group increased its TJX Companies (TJX) stake by 6.7% in Q1 2026, buying an estimated $25.5K and bringing the position to 2,606 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #328.

United Advisor Group first reported a position in TJX in Q3 2025 and has held it in 3 quarters since. The position peaked at $767K in Q3 2025. 2,721 funds tracked by Wall St. Rank hold TJX as of Q1 2026.

  • United Advisor Group held 2,606 shares of TJX Companies worth $416K as of Q1 2026.
  • United Advisor Group bought 164 TJX Companies shares in Q1 2026, an estimated $25.5K.
  • TJX Companies made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #328 holding.
  • United Advisor Group first reported a position in TJX Companies in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's TJX Companies position peaked at $767K in Q3 2025.
  • 2,721 funds tracked by Wall St. Rank held TJX Companies as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.