UFPG
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United Financial Planning Group’s Textron TXT Stock Holding History

United Financial Planning Group’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.13K Hold
45
– – ﹤0.01% 409
2026
Q1 		$3.94K Buy
+45
New +$4.2K ﹤0.01% 357

Other funds holding TXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

United Financial Planning Group held its Textron (TXT) position steady in Q2 2026 at 45 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

United Financial Planning Group first reported a position in TXT in Q1 2026 and has held it in 2 quarters since. 789 funds tracked by Wall St. Rank hold TXT as of Q2 2026.

  • United Financial Planning Group held 45 shares of Textron worth $4.13K as of Q2 2026.
  • United Financial Planning Group left its Textron share count unchanged in Q2 2026.
  • Textron made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #409 holding.
  • United Financial Planning Group first reported a position in Textron in Q1 2026 and has held it in 2 quarters since.
  • 789 funds tracked by Wall St. Rank held Textron as of Q2 2026.

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