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United Financial Planning Group’s TJX Companies TJX Stock Holding History

United Financial Planning 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
Q2 		$13K Hold
86
– – 0.01% 214
2026
Q1 		$13.7K Buy
86
+80
+1,333% +$12.5K 0.01% 170
2025
Q4 		$922 Buy
+6
New +$887 ﹤0.01% 367

Other funds holding TJX

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Financial Planning Group's TJX Position: Q2 2026 in Review

United Financial Planning Group held its TJX Companies (TJX) position steady in Q2 2026 at 86 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #214.

United Financial Planning Group first reported a position in TJX in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.7K in Q1 2026. 2,744 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • United Financial Planning Group held 86 shares of TJX Companies worth $13K as of Q2 2026.
  • United Financial Planning Group left its TJX Companies share count unchanged in Q2 2026.
  • TJX Companies made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #214 holding.
  • United Financial Planning Group first reported a position in TJX Companies in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's TJX Companies position peaked at $13.7K in Q1 2026.
  • 2,744 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.