UFPG
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United Financial Planning Group’s Texas Instruments TXN Stock Holding History

United Financial Planning Group’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 		$12.2K Sell
41
-40
-49% -$11.1K 0.01% 228
2026
Q1 		$15.7K Buy
81
+31
+62% +$6.28K 0.01% 159
2025
Q4 		$8.68K Buy
+50
New +$8.56K 0.01% 219

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

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

United Financial Planning Group reduced its Texas Instruments (TXN) stake by 49% in Q2 2026, selling an estimated $11.1K and leaving 41 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #228.

United Financial Planning Group first reported a position in TXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.7K in Q1 2026. 2,850 funds tracked by Wall St. Rank hold TXN as of Q2 2026.

  • United Financial Planning Group held 41 shares of Texas Instruments worth $12.2K as of Q2 2026.
  • United Financial Planning Group sold 40 Texas Instruments shares in Q2 2026, an estimated $11.1K.
  • Texas Instruments made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #228 holding.
  • United Financial Planning Group first reported a position in Texas Instruments in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Texas Instruments position peaked at $15.7K in Q1 2026.
  • 2,850 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2026.

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