Wealthquest’s TJX Companies TJX Stock Holding History

Wealthquest’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	$379K	Buy	2,503 +99	+4%	+$15.7K	0.02%	119
2026 Q1	$384K	Buy	2,404 +43	+2%	+$6.7K	0.03%	99
2025 Q4	$363K	Buy	+2,361	New	+$349K	0.03%	100
2025 Q3	–	Sell	-2,121	Closed	-$262K	–	116
2025 Q2	$262K	Buy	2,121 +35	+2%	+$4.44K	0.02%	115
2025 Q1	$254K	Buy	2,086 +28	+1%	+$3.4K	0.02%	110
2024 Q4	$249K	Buy	2,058 +16	+0.8%	+$1.91K	0.02%	110
2024 Q3	$238K	Buy	+2,042	New	+$234K	0.02%	113
2024 Q2	–	Sell	-2,025	Closed	-$205K	–	131
2024 Q1	$205K	Buy	+2,025	New	+$196K	0.02%	129
2021 Q1	–	Sell	-3,081	Closed	-$210K	–	144
2020 Q4	$210K	Buy	+3,081	New	+$187K	0.04%	131
2019 Q4	$291K	Hold	4,772	–	–	0.08%	105
2019 Q3	$265K	Hold	4,772	–	–	0.09%	107
2019 Q2	$252K	Hold	4,772	–	–	0.1%	106
2019 Q1	$253K	Hold	4,772	–	–	0.1%	108
2018 Q4	$213K	Buy	+4,772	New	+$241K	0.09%	120

Other funds holding TJX

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthquest's TJX Position: Q2 2026 in Review

Wealthquest increased its TJX Companies (TJX) stake by 4.1% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,503 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #119.

Wealthquest first reported a position in TJX in Q4 2018 and has held it in 14 quarters since. The position peaked at $384K in Q1 2026. 906 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

Wealthquest held 2,503 shares of TJX Companies worth $379K as of Q2 2026.
Wealthquest bought 99 TJX Companies shares in Q2 2026, an estimated $15.7K.
TJX Companies made up 0.02% of Wealthquest's portfolio in Q2 2026, its #119 holding.
Wealthquest first reported a position in TJX Companies in Q4 2018 and has held it in 14 quarters since.
Wealthquest's TJX Companies position peaked at $384K in Q1 2026.
906 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.