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Atria Wealth Solutions’s Target TGT Stock Holding History

Atria Wealth Solutions’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.9M Sell
18,826
-11,749
-38% -$1.13M 0.04% 433
2025
Q1 		$3.19M Sell
30,575
-1,649
-5% -$206K 0.04% 471
2024
Q4 		$4.36M Sell
32,224
-1,285
-4% -$184K 0.05% 393
2024
Q3 		$5.22M Sell
33,509
-1,239
-4% -$185K 0.06% 334
2024
Q2 		$5.14M Sell
34,748
-2,811
-7% -$442K 0.06% 335
2024
Q1 		$6.66M Sell
37,559
-6,090
-14% -$926K 0.08% 270
2023
Q4 		$6.22M Buy
43,649
+4,990
+13% +$609K 0.08% 253
2023
Q3 		$4.27M Buy
38,659
+2,079
+6% +$264K 0.06% 328
2023
Q2 		$4.82M Sell
36,580
-8,941
-20% -$1.33M 0.07% 296
2023
Q1 		$7.54M Sell
45,521
-95
-0.2% -$15.6K 0.11% 181
2022
Q4 		$6.8M Buy
45,616
+3,235
+8% +$508K 0.11% 199
2022
Q3 		$6.29M Sell
42,381
-958
-2% -$153K 0.11% 194
2022
Q2 		$6.12M Buy
43,339
+11,096
+34% +$2.13M 0.11% 197
2022
Q1 		$6.84M Buy
+32,243
New +$6.98M 0.11% 191

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's TGT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Target (TGT) stake by 38% in Q2 2025, selling an estimated $1.13M and leaving 18,826 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #433.

Atria Wealth Solutions first reported a position in TGT in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.54M in Q1 2023. 1,754 funds tracked by Wall St. Rank hold TGT as of Q2 2025.

  • Atria Wealth Solutions held 18,826 shares of Target worth $1.9M as of Q2 2025.
  • Atria Wealth Solutions sold 11,749 Target shares in Q2 2025, an estimated $1.13M.
  • Target made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #433 holding.
  • Atria Wealth Solutions first reported a position in Target in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Target position peaked at $7.54M in Q1 2023.
  • 1,754 funds tracked by Wall St. Rank held Target as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.